Uma Financial Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Uma Financial Services, Inc. holds 5,575 shares of UFEB stock, worth $200,588. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,575
Previous 5,575
-0.0%
Holding current value
$200,588
Previous $191,000
4.19%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UFEB
# of Institutions
95Shares Held
4.72MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL1.01MShares$36.4 Million4.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL771KShares$27.7 Million0.03% of portfolio
-
Kfg Wealth Management, LLC Granger, IN415KShares$14.9 Million3.14% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH151KShares$5.45 Million0.33% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ150KShares$5.41 Million0.01% of portfolio