Ashton Thomas Private Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History

Ashton Thomas Private Wealth, LLC

$2.57 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$31.69 - $33.71 $30,612 - $32,563	966 New	966 $32.5 Million

Others Institutions Holding UMAR

# of Institutions

58

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

279K
Shares

$10.1 Million
0.43% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.96 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.55 Million
0.05% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.85 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

71.2K
Shares

$2.59 Million
0.66% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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