Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 29,244 shares of UJAN stock, worth $1.15 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
29,244
Previous 25,373 15.26%
Holding current value
$1.15 Million
Previous $988,000 12.55%
% of portfolio
0.23%
Previous 0.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$37.87 - $39.86 $146,594 - $154,298
3,871 Added 15.26%
29,244 $1.11 Million
Q4 2024

Jan 14, 2025
BUY
$37.97 - $38.95 $37,628 - $38,599
991 Added 4.06%
25,373 $988,000
Q3 2024

Oct 17, 2024
SELL
$36.29 - $38.05 $31,354 - $32,875
-864 Reduced 3.42%
24,382 $927,000
Q2 2024

Jul 17, 2024
SELL
$35.2 - $37.12 $131,225 - $138,383
-3,728 Reduced 12.87%
25,246 $936,000
Q1 2024

Apr 22, 2024
BUY
$34.12 - $36.1 $70,082 - $74,149
2,054 Added 7.63%
28,974 $1.05 Million
Q4 2023

Jan 12, 2024
SELL
$31.65 - $34.43 $86,879 - $94,510
-2,745 Reduced 9.25%
26,920 $926,000
Q3 2023

Oct 23, 2023
SELL
$32.46 - $33.26 $2,012 - $2,062
-62 Reduced 0.21%
29,665 $966,000
Q2 2023

Jul 24, 2023
BUY
$31.05 - $32.73 $923,023 - $972,964
29,727 New
29,727 $972,000
Q4 2022

Jan 11, 2023
BUY
$29.2 - $29.73 $12,935 - $13,170
443 New
443 $0

Others Institutions Holding UJAN

# of Institutions
100
Shares Held
5.35M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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