Gries Financial LLC Innovator U.S. Equity Ultra Bu Transaction History
Gries Financial LLC
- $547 Million
- Q3 2025
A detailed history of Gries Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Gries Financial LLC holds 16,500 shares of UMAR stock, worth $647,130. This represents 0.12% of its overall portfolio holdings.
Number of Shares
16,500
Previous 16,500
-0.0%
Holding current value
$647,130
Previous $620,000
3.71%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding UMAR
# of Institutions
71Shares Held
4.68MCall Options Held
0Put Options Held
0-
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 LLC194KShares$7.61 Million1.75% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH147KShares$5.78 Million0.33% of portfolio