Creative Planning Innovator U.S. Equity Ultra Bu Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Creative Planning holds 6,264 shares of UFEB stock, worth $204,269. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,264

Holding current value

$204,269

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$31.02 - $32.54 $194,309 - $203,830	6,264 New	6,264 $203,000
Q1 2024 May 10, 2024	SELL	$29.37 - $30.8 $94,865 - $99,484	-3,230 Reduced 30.56%	7,340 $226,000
Q4 2023 Feb 14, 2024	BUY	$26.73 - $29.46 $203,148 - $223,896	7,600 Added 255.89%	10,570 $311,000
Q3 2023 Nov 16, 2023	BUY	$27.42 - $28.24 $81,437 - $83,872	2,970 New	2,970 $81,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

1.19M

Call Options Held

Put Options Held

Truist Financial Corp

125K
Shares

$4.07 Million
0.01% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.34 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

78.5K
Shares

$2.56 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

75.1K
Shares

$2.45 Million
0.0% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

58.7K
Shares

$1.92 Million
0.09% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
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