Koesten, Hirschmann & Crabtree, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Koesten, Hirschmann & Crabtree, Inc.

$174 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$27.76 - $28.72 $666 - $689	24 New	24 $690,000

Others Institutions Holding UMAR

# of Institutions

62

Shares Held

1.53M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.84 Million
0.39% of portfolio
Kfg Wealth Management, LLC Granger, IN

131K
Shares

$4.65 Million
1.19% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.87 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.5K
Shares

$3.46 Million
0.05% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.79 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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