Central Valley Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Central Valley Advisors, LLC
- $323 Billion
- Q3 2025
A detailed history of Central Valley Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Central Valley Advisors, LLC holds 68,711 shares of UMAR stock, worth $2.69 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
68,711
Previous 68,910
0.29%
Holding current value
$2.69 Million
Previous $2.59 Billion
3.42%
% of portfolio
0.83%
Previous 0.88%
Shares
7 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