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

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

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 9,832 shares of UJUL stock, worth $346,283. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,832
Previous 12,622 22.1%
Holding current value
$346,283
Previous $428,000 20.79%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 14, 2025
SELL
$33.71 - $34.99 $94,050 - $97,622
-2,790 Reduced 22.1%
9,832 $339,000
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

# of Institutions
64
Shares Held
2.38M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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