Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
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 9,628 shares of UMAR stock, worth $349,111. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,628
Previous 10,275
6.3%
Holding current value
$349,111
Previous $345,000
2.9%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
58Shares Held
1.46MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH279KShares$10.1 Million0.43% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.95 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.7KShares$3.54 Million0.05% of portfolio
-
Brookstone Capital Management78.4KShares$2.84 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC75.3KShares$2.73 Million0.0% of portfolio