Brown Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Brown Wealth Management, LLC

  • $242 Billion
  • Q1 2024

A detailed history of Brown Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Brown Wealth Management, LLC holds 11,988 shares of UOCT stock, worth $411,428. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,988
Previous 16,260 26.27%
Holding current value
$411,428
Previous $526 Million 23.48%
% of portfolio
0.17%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$32.15 - $33.59 $137,344 - $143,496
-4,272 Reduced 26.27%
11,988 $403 Million
Q4 2023

Feb 14, 2024
SELL
$29.9 - $32.38 $6,279 - $6,799
-210 Reduced 1.28%
16,260 $526 Million
Q2 2023

Aug 08, 2023
BUY
$28.53 - $29.87 $469,889 - $491,958
16,470 New
16,470 $492 Million

Others Institutions Holding UOCT

# of Institutions
54
Shares Held
1.32M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UOCT Quotes by TradingView
  • Ticker UOCT
  • Sector ETFs
  • Industry ETFs
More about UOCT
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