Cra Financial Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Cra Financial Services, LLC
- $672 Million
- Q3 2025
A detailed history of Cra Financial Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Cra Financial Services, LLC holds 12,910 shares of UMAR stock, worth $506,330. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,910
Previous 13,010
0.77%
Holding current value
$506,330
Previous $489,000
2.86%
% of portfolio
0.07%
Previous 0.08%
Shares
2 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