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 27,788 shares of UMAR stock, worth $939,512. This represents 0.09% of its overall portfolio holdings.

Number of Shares
27,788
Previous 13,640 103.72%
Holding current value
$939,512
Previous $431,000 110.44%
% of portfolio
0.09%
Previous 0.03%

Shares

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

May 15, 2024
BUY
$31.53 - $32.66 $446,086 - $462,073
14,148 Added 103.72%
27,788 $907,000
Q4 2023

Feb 14, 2024
BUY
$29.16 - $31.6 $397,742 - $431,024
13,640 New
13,640 $431,000
Q2 2023

Aug 09, 2023
BUY
$28.62 - $30.06 $419,740 - $440,859
14,666 New
14,666 $441,000
Q3 2022

Nov 07, 2022
BUY
$27.93 - $29.67 $75,075 - $79,752
2,688 Added 16.78%
18,711 $518,000
Q2 2022

Aug 15, 2022
BUY
$27.78 - $30.3 $445,118 - $485,496
16,023 New
16,023 $450,000

Others Institutions Holding UMAR

# of Institutions
54
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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