Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History

Berger Financial Group, Inc

$1.08 Billion
Q2 2024

A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berger Financial Group, Inc holds 18,622 shares of UDEC stock, worth $652,328. This represents 0.06% of its overall portfolio holdings.

Number of Shares

18,622

Previous 29,870 37.66%

Holding current value

$652,328

Previous $998,000 36.07%

% of portfolio

0.06%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$32.76 - $34.29 $368,484 - $385,693	-11,248 Reduced 37.66%	18,622 $638,000
Q1 2024 Apr 16, 2024	BUY	$31.77 - $33.42 $138,644 - $145,844	4,364 Added 17.11%	29,870 $998,000
Q4 2023 Feb 07, 2024	BUY	$28.27 - $32.09 $416,982 - $473,327	14,750 Added 137.13%	25,506 $817,000
Q2 2023 Aug 10, 2023	BUY	$28.35 - $30.19 $7,427 - $7,909	262 Added 2.5%	10,756 $324,000
Q3 2022 Oct 27, 2022	BUY	$27.82 - $28.95 $291,943 - $303,801	10,494 New	10,494 $293,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

1.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
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Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History