Arete Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Arete Wealth Advisors, LLC

  • $1.06 Billion
  • Q1 2024

A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 14,951 shares of UFEB stock, worth $475,142. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,951
Previous 15,191 1.58%
Holding current value
$475,142
Previous $447,000 2.91%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$29.37 - $30.8 $7,048 - $7,392
-240 Reduced 1.58%
14,951 $460,000
Q4 2023

Feb 14, 2024
BUY
$26.73 - $29.46 $406,055 - $447,526
15,191 New
15,191 $447,000
Q2 2023

Aug 09, 2023
SELL
$26.48 - $27.83 $63,366 - $66,597
-2,393 Reduced 13.18%
15,766 $439,000
Q1 2023

May 01, 2023
BUY
$25.67 - $26.63 $466,141 - $483,574
18,159 New
18,159 $481,000
Q3 2022

Nov 07, 2022
BUY
$26.02 - $27.4 $56,099 - $59,074
2,156 Added 12.57%
19,314 $500,000
Q2 2022

Aug 15, 2022
BUY
$25.83 - $28.12 $443,191 - $482,482
17,158 New
17,158 $447,000

Others Institutions Holding UFEB

# of Institutions
56
Shares Held
1.68M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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