Meridian Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Meridian Wealth Management, LLC
- $2.53 Billion
- Q3 2025
A detailed history of Meridian Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Meridian Wealth Management, LLC holds 13,941 shares of UMAR stock, worth $546,766. This represents 0.02% of its overall portfolio holdings.
Number of Shares
13,941
Previous 16,629
16.16%
Holding current value
$546,766
Previous $625,000
13.12%
% of portfolio
0.02%
Previous 0.03%
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
-
Lantz Financial LLC195KShares$7.65 Million1.81% of portfolio