Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,778 shares of UMAR stock, worth $69,733. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,778
Previous 1,482 19.97%
Holding current value
$69,733
Previous $55,000 25.45%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$37.58 - $39.01 $11,123 - $11,546
296 Added 19.97%
1,778 $69,000
Q2 2024

Aug 08, 2024
SELL
$31.69 - $33.71 $40,499 - $43,081
-1,278 Reduced 46.3%
1,482 $49,000
Q1 2024

May 15, 2024
BUY
$31.53 - $32.66 $87,022 - $90,141
2,760 New
2,760 $90,000

Others Institutions Holding UMAR

# of Institutions
72
Shares Held
4.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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