Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,727 shares of UJAN stock, worth $295,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,727

Previous 7,727 -0.0%

Holding current value

$295,016

Previous $294,000 2.04%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$36.29 - $38.05 $11,612 - $12,176	-320 Reduced 3.98%	7,727 $294,000
Q2 2024 Aug 09, 2024	SELL	$35.2 - $37.12 $2,464 - $2,598	-70 Reduced 0.86%	8,047 $298,000
Q1 2024 May 08, 2024	SELL	$34.12 - $36.1 $13,613 - $14,403	-399 Reduced 4.69%	8,117 $293,000
Q4 2023 Feb 07, 2024	SELL	$31.65 - $34.43 $81,213 - $88,347	-2,566 Reduced 23.15%	8,516 $293,000
Q3 2023 Nov 07, 2023	BUY	$32.46 - $33.26 $5,485 - $5,620	169 Added 1.55%	11,082 $360,000
Q2 2023 Aug 11, 2023	SELL	$31.05 - $32.73 $6,831 - $7,200	-220 Reduced 1.98%	10,913 $357,000
Q1 2023 Apr 28, 2023	BUY	$29.63 - $31.18 $329,870 - $347,126	11,133 New	11,133 $346,000

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.6M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History