Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 70,569 shares of UMAR stock, worth $2.77 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
70,569
Previous 63,970 10.32%
Holding current value
$2.77 Million
Previous $2.41 Million 14.43%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Oct 27, 2025
BUY
$37.58 - $39.01 $247,990 - $257,426
6,599 Added 10.32%
70,569 $2.75 Million
Q2 2025

Jul 28, 2025
BUY
$33.82 - $37.61 $2.16 Million - $2.41 Million
63,970 New
63,970 $2.41 Million

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
Track This Portfolio

Track Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email