Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History
Lantz Financial LLC
- $421 Million
- Q3 2025
A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lantz Financial LLC holds 195,164 shares of UMAR stock, worth $7.65 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
195,164
Previous 195,982
0.42%
Holding current value
$7.65 Million
Previous $7.37 Million
3.3%
% of portfolio
1.81%
Previous 1.95%
Shares
3 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
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH147KShares$5.78 Million0.33% of portfolio