Capital Investment Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Capital Investment Advisory Services, LLC
- $1.04 Billion
- Q1 2025
A detailed history of Capital Investment Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 483 shares of UMAR stock, worth $18,431. This represents 0.0% of its overall portfolio holdings.
Number of Shares
483
Previous 483
-0.0%
Holding current value
$18,431
Previous $17,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
71Shares Held
2.08MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH248KShares$9.48 Million0.32% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE234KShares$8.94 Million0.69% of portfolio
-
Lantz Financial LLC196KShares$7.48 Million1.95% of portfolio
-
Kfg Wealth Management, LLC Granger, IN149KShares$5.7 Million1.29% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH124KShares$4.72 Million0.35% of portfolio