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 7,525 shares of UAPR stock, worth $236,962. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,525
Previous 12,425 39.44%
Holding current value
$236,962
Previous $375,000 38.13%
% of portfolio
0.05%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025

SELL
$30.02 - $31.23 $147,098 - $153,027
-4,900 Reduced 39.44%
7,525 $232,000
Q3 2024

Oct 17, 2024

BUY
$28.28 - $30.21 $49,094 - $52,444
1,736 Added 16.24%
12,425 $375,000
Q1 2024

Apr 22, 2024

BUY
$27.32 - $28.16 $292,023 - $301,002
10,689 New
10,689 $301,000
Q4 2022

Jan 11, 2023

BUY
$24.29 - $25.17 $9,716 - $10,068
400 New
400 $0

Others Institutions Holding UAPR

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UAPR
  • Sector ETFs
  • Industry ETFs
More about UAPR
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