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

60

Shares Held

1.62M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.66 Million
0.39% of portfolio
Kfg Wealth Management, LLC Granger, IN

131K
Shares

$4.56 Million
1.19% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.8 Million
0.32% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.5K
Shares

$3.4 Million
0.05% of portfolio
Spire Wealth Management

90.9K
Shares

$3.17 Million
0.11% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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