A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,099 shares of UMAR stock, worth $728,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,099
Previous 26,663 24.62%
Holding current value
$728,789
Previous $930,000 22.9%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025

SELL
$34.72 - $35.93 $227,902 - $235,844
-6,564 Reduced 24.62%
20,099 $717,000
Q3 2024

Nov 08, 2024

SELL
$32.83 - $34.88 $197,111 - $209,419
-6,004 Reduced 18.38%
26,663 $930,000
Q2 2024

Jul 22, 2024

BUY
$31.69 - $33.71 $142,319 - $151,391
4,491 Added 15.94%
32,667 $1.1 Million
Q1 2024

May 13, 2024

BUY
$31.53 - $32.66 $888,389 - $920,228
28,176 New
28,176 $920,000

Others Institutions Holding UMAR

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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