Berkshire Money Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

A detailed history of Berkshire Money Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 79,793 shares of UJAN stock, worth $3.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

79,793

Previous 79,793 -0.0%

Holding current value

$3.08 Million

Previous $2.96 Million 2.53%

% of portfolio

0.38%

Previous 0.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$35.2 - $37.12 $7,638 - $8,055	-217 Reduced 0.27%	79,793 $2.96 Million
Q1 2024 May 08, 2024	SELL	$34.12 - $36.1 $29,684 - $31,407	-870 Reduced 1.08%	80,010 $2.89 Million
Q2 2023 Aug 07, 2023	SELL	$31.05 - $32.73 $25,616 - $27,002	-825 Reduced 1.01%	80,880 $2.65 Million
Q4 2022 Feb 13, 2023	SELL	$29.2 - $29.73 $39,449 - $40,165	-1,351 Reduced 1.63%	81,705 $2.43 Million
Q3 2022 Oct 21, 2022	SELL	$29.07 - $30.0 $6.91 Million - $7.13 Million	-237,751 Reduced 74.11%	83,056 $2.42 Million
Q2 2022 Jul 14, 2022	SELL	$28.85 - $31.09 $322,773 - $347,834	-11,188 Reduced 3.37%	320,807 $9.34 Million
Q1 2022 Apr 19, 2022	BUY	$29.97 - $31.65 $9.95 Million - $10.5 Million	331,995 New	331,995 $10.3 Million

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.61M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
Sector ETFs
Industry ETFs

More about UJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Account

Berkshire Money Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History