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 12,622 shares of UJUL stock, worth $438,614. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,622
Previous 7,289 73.17%
Holding current value
$438,614
Previous $237,000 80.59%
% of portfolio
0.09%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$31.92 - $33.91 $170,229 - $180,842
5,333 Added 73.17%
12,622 $428,000
Q1 2024

Apr 22, 2024

SELL
$29.98 - $31.87 $32,108 - $34,132
-1,071 Reduced 12.81%
7,289 $232,000
Q4 2023

Jan 12, 2024

SELL
$27.63 - $30.32 $140,084 - $153,722
-5,070 Reduced 37.75%
8,360 $253,000
Q3 2023

Oct 23, 2023

BUY
$28.18 - $29.28 $378,457 - $393,230
13,430 New
13,430 $379,000
Q4 2022

Jan 11, 2023

BUY
$24.72 - $26.39 $12,631 - $13,485
511 New
511 $0

Others Institutions Holding UJUL

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UJUL
  • Sector ETFs
  • Industry ETFs
More about UJUL
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