Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History
Lantz Financial LLC
- $434 Million
- Q4 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 193,935 shares of UMAR stock, worth $7.61 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
193,935
Previous 195,164
0.63%
Holding current value
$7.61 Million
Previous $7.61 Million
0.09%
% of portfolio
1.75%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding UMAR
# of Institutions
71Shares Held
3.14MCall 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
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH147KShares$5.78 Million0.33% of portfolio
-
Kfg Wealth Management, LLC Granger, IN147KShares$5.75 Million1.21% of portfolio