Clearstead Advisors, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UMAR

# of Institutions

61

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Mgo One Seven LLC Beachwood, OH

277K
Shares

$9.84 Million
0.39% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

109K
Shares

$3.87 Million
0.32% of portfolio
Brookstone Capital Management

78.4K
Shares

$2.79 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

71.2K
Shares

$2.53 Million
0.66% of portfolio
Commonwealth Equity Services, LLC

69.4K
Shares

$2.47 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.