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

Creative Planning

  • $90.1 Billion
  • Q1 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 7,340 shares of UFEB stock, worth $233,852. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,340
Previous 10,570 30.56%
Holding current value
$233,852
Previous $311,000 27.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
56
Shares Held
1.68M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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

Track Creative Planning Portfolio

Follow Creative Planning 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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email