Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Planning Group holds 8,554 shares of UMAR stock, worth $335,487. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,554
Previous 9,628
11.15%
Holding current value
$335,487
Previous $362,000
8.01%
% of portfolio
0.02%
Previous 0.02%
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