Caprock Group, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Caprock Group, Inc.

$3 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	$27.17 - $28.22 $256,430 - $266,340	-9,438 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$25.98 - $26.88 $245,199 - $253,693	9,438 New	9,438 $254,000

Others Institutions Holding UFEB

# of Institutions

66

Shares Held

1.56M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

309K
Shares

$9.95 Million
2.55% of portfolio
Truist Financial Corp

119K
Shares

$3.84 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

116K
Shares

$3.74 Million
0.31% of portfolio
Spire Wealth Management

85.7K
Shares

$2.76 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

74K
Shares

$2.38 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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