Heritage Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$27.72 - $28.79 $19,404 - $20,153	700 Added 100.0%	1,400 $39,000
Q3 2022 Nov 14, 2022	BUY	$27.69 - $29.67 $19,383 - $20,769	700 New	700 $19,000

Others Institutions Holding UMAR

# of Institutions

71

Shares Held

4.68M

Call Options Held

0

Put Options Held

0

Talon Private Wealth, LLC The Villages, FL

908K
Shares

$35.6 Million
4.71% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

293K
Shares

$11.5 Million
0.83% of portfolio
Mgo One Seven LLC Beachwood, OH

237K
Shares

$9.29 Million
0.23% of portfolio
Lantz Financial LLC

194K
Shares

$7.61 Million
1.75% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

147K
Shares

$5.78 Million
0.33% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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