Cwm, LLC Innovator U.S. Equity Ultra Bu Transaction History

Cwm, LLC

$23.3 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 28, 2023	SELL	$25.67 - $26.63 $128 - $133	-5 Reduced 45.45%	6 $0
Q4 2022 Feb 01, 2023	BUY	$25.92 - $26.53 $285 - $291	11 New	11 $0
Q1 2020 Apr 28, 2020	BUY	$21.62 - $24.94 $1.08 Million - $1.25 Million	50,121 New	50,121 $1.13 Million

Others Institutions Holding UFEB

# of Institutions

62

Shares Held

1.19M

Call Options Held

0

Put Options Held

0

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

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
Industry ETFs

More about UFEB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cwm, LLC with notifications on news.