Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$29.9 - $32.38 $341,906 - $370,265
-11,435 Reduced 64.05%
6,419 $207,000
Q3 2023

Nov 07, 2023

SELL
$29.82 - $30.52 $23,110 - $23,653
-775 Reduced 4.16%
17,854 $544,000
Q2 2023

Aug 11, 2023

BUY
$28.53 - $29.87 $23,851 - $24,971
836 Added 4.7%
18,629 $556,000
Q1 2023

Apr 28, 2023

BUY
$27.18 - $28.52 $11,442 - $12,006
421 Added 2.42%
17,793 $507,000
Q4 2022

Feb 13, 2023

BUY
$26.69 - $27.7 $463,658 - $481,204
17,372 New
17,372 $473,000

Others Institutions Holding UOCT

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UOCT
  • Sector ETFs
  • Industry ETFs
More about UOCT
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.