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

Berger Financial Group, Inc

$1.22 Billion
Q4 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 30,736 shares of UMAR stock, worth $1.12 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

30,736

Previous 36,399 15.56%

Holding current value

$1.12 Million

Previous $1.27 Million 13.63%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$34.72 - $35.93 $196,619 - $203,471	-5,663 Reduced 15.56%	30,736 $1.1 Million
Q3 2024 Nov 12, 2024	SELL	$32.83 - $34.88 $488,116 - $518,595	-14,868 Reduced 29.0%	36,399 $1.27 Million
Q2 2024 Aug 14, 2024	BUY	$31.69 - $33.71 $234,886 - $249,858	7,412 Added 16.9%	51,267 $1.73 Million
Q1 2024 Apr 16, 2024	SELL	$31.53 - $32.66 $270,464 - $280,157	-8,578 Reduced 16.36%	43,855 $1.43 Million
Q1 2023 Apr 24, 2023	SELL	$27.76 - $28.72 $3.53 Million - $3.65 Million	-127,204 Reduced 70.81%	52,433 $1.51 Million
Q4 2022 Jan 30, 2023	BUY	$27.72 - $28.79 $2.73 Million - $2.84 Million	98,639 Added 121.78%	179,637 $5.06 Million
Q3 2022 Oct 27, 2022	BUY	$27.69 - $29.67 $2.24 Million - $2.4 Million	80,998 New	80,998 $2.24 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.44M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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