Retirement Guys Formula LLC Innovator U.S. Equity Ultra Bu Transaction History
Retirement Guys Formula LLC
- $270 Million
- Q3 2025
A detailed history of Retirement Guys Formula LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Guys Formula LLC holds 7,333 shares of UMAY stock, worth $264,134. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,333
Previous 7,333
-0.0%
Holding current value
$264,134
Previous $254,000
3.54%
% of portfolio
0.1%
Previous 0.1%
Shares
5 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 Million0.61% 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