Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 43,261 shares of UFEB stock, worth $1.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

43,261

Previous 26,076 65.9%

Holding current value

$1.43 Million

Previous $849 Million 69.63%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$32.44 - $33.28 $557,481 - $571,916	17,185 Added 65.9%	43,261 $1.44 Billion
Q3 2024 Nov 14, 2024	SELL	$31.02 - $32.54 $1.01 Million - $1.06 Million	-32,659 Reduced 55.6%	26,076 $849 Million
Q2 2024 Aug 14, 2024	BUY	$30.07 - $31.69 $1.26 Million - $1.32 Million	41,800 Added 246.83%	58,735 $1.86 Billion
Q1 2024 May 08, 2024	SELL	$29.37 - $30.8 $40 Million - $41.9 Million	-1,361,241 Reduced 98.77%	16,935 $553 Million
Q4 2023 Feb 09, 2024	BUY	$26.73 - $29.46 $36.8 Million - $40.6 Million	1,378,176 New	1,378,176 $1.38 Billion
Q1 2023 May 01, 2023	SELL	$25.67 - $26.63 $240,271 - $249,256	-9,360 Reduced 26.7%	25,700 $682 Million
Q4 2022 Feb 14, 2023	BUY	$25.92 - $26.53 $908,755 - $930,141	35,060 New	35,060 $923 Million

Others Institutions Holding UFEB

# of Institutions

Shares Held

979K

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History