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

Capital Investment Advisory Services, LLC

  • $972 Million
  • Q4 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 9,350 shares of UOCT stock, worth $334,730. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,350
Previous 4,935 89.46%
Holding current value
$334,730
Previous $171,000 92.4%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$34.64 - $35.72 $152,935 - $157,703
4,415 Added 89.46%
9,350 $329,000
Q1 2024

Apr 25, 2024
SELL
$32.15 - $33.59 $14,949 - $15,619
-465 Reduced 8.61%
4,935 $165,000
Q2 2023

Jul 28, 2023
SELL
$28.53 - $29.87 $28,530 - $29,870
-1,000 Reduced 15.63%
5,400 $161,000
Q1 2023

Apr 21, 2023
SELL
$27.18 - $28.52 $29,898 - $31,372
-1,100 Reduced 14.67%
6,400 $182,000
Q3 2022

Oct 26, 2022
BUY
$26.19 - $27.78 $196,425 - $208,350
7,500 New
7,500 $197,000

Others Institutions Holding UOCT

# of Institutions
64
Shares Held
2.61M
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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