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

Berkshire Money Management, Inc.

$760 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 26, 2020	SELL	$24.97 - $25.97 $449,709 - $467,719	-18,010 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$22.73 - $25.16 $409,367 - $453,131	18,010 New	18,010 $449,000

Others Institutions Holding UOCT

# of Institutions

61

Shares Held

1.34M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

329K
Shares

$11.4 Million
0.02% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

154K
Shares

$5.36 Million
0.58% of portfolio
Kestra Advisory Services, LLC

55.7K
Shares

$1.93 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

49K
Shares

$1.7 Million
0.73% of portfolio
Lpl Financial LLC Fort Mill, SC

44.2K
Shares

$1.53 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UOCT
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