Sagespring Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sagespring Wealth Partners, LLC
- $5.5 Trillion
- Q4 2025
A detailed history of Sagespring Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 11,954 shares of UMAR stock, worth $468,835. This represents 0.01% of its overall portfolio holdings.
Number of Shares
11,954
Previous 14,189
15.75%
Holding current value
$468,835
Previous $554 Million
13.72%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
72Shares Held
4.7MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.56MShares$61 Million0.84% of portfolio
-
Talon Private Wealth, LLC The Villages, FL908KShares$35.6 Million4.71% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE293KShares$11.5 Million0.83% of portfolio
-
Mgo One Seven LLC Beachwood, OH237KShares$9.29 Million0.23% of portfolio
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio