Advance Capital Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Advance Capital Management, Inc.
- $1.69 Billion
- Q3 2024
A detailed history of Advance Capital Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Advance Capital Management, Inc. holds 487,051 shares of UMAR stock, worth $17.5 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
487,051
Previous 552,080
11.78%
Holding current value
$17.5 Million
Previous $18.6 Million
8.61%
% of portfolio
1.01%
Previous 1.08%
Shares
3 transactions
Others Institutions Holding UMAR
# of Institutions
59Shares Held
2.04MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH279KShares$10 Million0.43% of portfolio
-
Brookstone Capital Management130KShares$4.67 Million0.08% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.51 Million0.05% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.7KShares$3.47 Million0.29% of portfolio
-
Kfg Wealth Management, LLC Granger, IN80.5KShares$2.89 Million0.82% of portfolio