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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf - March (UMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
499,729  
% of shares held : 
5.55%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-283,761  
% of shares held change : 
  -3.15%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 26,547
 5.31%
 
Increased Positions :
5
 37,423
 7.49%
 
Unchanged Positions :
11
 108,697
 21.75%
 
Decreased Positions :
15
-236,153
-47.26%
 
Closed Positions :
6
-111,578
-22.33%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BCS Wealth Management 172 - 2024-03-31 10,718 $350,000 0
   Truadvice LLC 173 - 2023-09-30 9,572 $292,000 0
   MILESTONE ASSET MANAGEMENT LLC 146 - 2024-03-31 8,264 $270,000 0
   Castleview Partners LLC 311 - 2024-03-31 1,983 $65,000 0
   ATTICUS WEALTH MANAGEMENT LLC 218 - 2024-03-31 1,940 $63,000 0
   Emerald Investment Partners LLC 344 - 2024-03-31 1,800 $59,000 0
   DHJJ Financial Advisors Ltd. 290 - 2024-03-31 1,220 $40,000 0
   HARBOUR INVESTMENTS INC. 1811 - 2023-12-31 725 $23,000 0
   Larson Financial Group LLC 1094 - 2024-03-31 240 $8,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 685 - 2024-03-31 7 $0 0
   PROEQUITIES INC. 8543 - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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