A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 10,333 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,333
Previous 10,353 0.19%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
N/A
-20 Reduced 0.19%
10,333 $0
Q1 2024

May 15, 2024

SELL
N/A
-805 Reduced 7.21%
10,353 $0
Q4 2023

Feb 14, 2024

BUY
N/A
3,673 Added 49.07%
11,158 $0
Q3 2023

Oct 11, 2023

SELL
N/A
-528 Reduced 6.59%
7,485 $0
Q2 2023

Jul 10, 2023

SELL
N/A
-548,848 Reduced 98.56%
8,013 $0
Q1 2023

Apr 14, 2023

BUY
N/A
128,820 Added 30.1%
556,861 $0
Q4 2022

Jan 31, 2023

BUY
N/A
227,247 Added 113.17%
428,041 $0
Q3 2022

Oct 25, 2022

BUY
N/A
200,794 New
200,794 $5.1 Million

Others Institutions Holding USEP

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker USEP
More about USEP
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.