O'Connor Financial Group LLC Innovator U.S. Equity Ultra Bu Transaction History
O'Connor Financial Group LLC
- $238 Billion
- Q3 2025
A detailed history of O'Connor Financial Group LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, O'Connor Financial Group LLC holds 8,666 shares of UMAY stock, worth $312,149. This represents 0.13% of its overall portfolio holdings.
Number of Shares
8,666
Previous 8,736
0.8%
Holding current value
$312,149
Previous $306 Million
1.52%
% of portfolio
0.13%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding UMAY
# of Institutions
51Shares Held
1.07MCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH157KShares$5.67 Million0.33% of portfolio
-
Kestra Advisory Services, LLC70.3KShares$2.53 Million0.01% of portfolio
-
Central Valley Advisors, LLC Sacramento, CA55.4KShares$2 Million0.62% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ53KShares$1.91 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC51.5KShares$1.85 Million0.45% of portfolio