Retirement Planning Group Innovator U.S. Equity Ultra Bu Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 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 9,628 shares of UMAR stock, worth $333,899. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,628
Previous 9,628
-0.0%
Holding current value
$333,899
Previous $343,000
0.58%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UMAR
# of Institutions
61Shares Held
1.55MCall Options Held
0Put Options Held
0-
Mgo One Seven LLC Beachwood, OH277KShares$9.61 Million0.39% of portfolio
-
Kfg Wealth Management, LLC Granger, IN131KShares$4.54 Million1.19% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH109KShares$3.78 Million0.32% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH97.5KShares$3.38 Million0.05% of portfolio
-
Brookstone Capital Management78.4KShares$2.72 Million0.05% of portfolio