Capital Investment Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History

Capital Investment Advisory Services, LLC

  • $988 Million
  • Q3 2024

A detailed history of Capital Investment Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 3,525 shares of UMAY stock, worth $118,581. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,525
Previous 3,525 -0.0%
Holding current value
$118,581
Previous $112,000 3.57%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 28, 2023
SELL
$26.32 - $27.95 $3.82 Million - $4.05 Million
-144,959 Reduced 97.63%
3,525 $98,000
Q1 2023

Apr 21, 2023
BUY
$25.92 - $27.33 $3.73 Million - $3.94 Million
143,984 Added 3199.64%
148,484 $3.98 Million
Q3 2022

Oct 26, 2022
BUY
$25.51 - $27.56 $114,795 - $124,020
4,500 New
4,500 $115,000

Others Institutions Holding UMAY

# of Institutions
48
Shares Held
923K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAY Quotes by TradingView
  • Ticker UMAY
  • Sector ETFs
  • Industry ETFs
More about UMAY
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email