Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 34,458 shares of UMAR stock, worth $1.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
34,458
Previous 17,274 99.48%
Holding current value
$1.23 Million
Previous $616,000 98.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
BUY
$35.26 - $36.57 $605,907 - $628,418
17,184 Added 99.48%
34,458 $1.22 Million
Q4 2024

Feb 12, 2025
SELL
$34.72 - $35.93 $31,699 - $32,804
-913 Reduced 5.02%
17,274 $616,000
Q3 2024

Nov 06, 2024
SELL
$32.83 - $34.88 $271,241 - $288,178
-8,262 Reduced 31.24%
18,187 $634,000
Q1 2024

May 13, 2024
BUY
$31.53 - $32.66 $430,636 - $446,070
13,658 Added 106.78%
26,449 $863,000
Q4 2023

Feb 13, 2024
SELL
$29.16 - $31.6 $17,962 - $19,465
-616 Reduced 4.59%
12,791 $404,000
Q3 2023

Nov 13, 2023
SELL
$29.72 - $30.47 $55,992 - $57,405
-1,884 Reduced 12.32%
13,407 $399,000
Q2 2023

Aug 04, 2023
SELL
$28.62 - $30.06 $378,070 - $397,092
-13,210 Reduced 46.35%
15,291 $459,000
Q1 2023

May 11, 2023
BUY
$27.76 - $28.72 $443,577 - $458,916
15,979 Added 127.61%
28,501 $818,000
Q4 2022

Feb 07, 2023
SELL
$27.72 - $28.79 $799,583 - $830,447
-28,845 Reduced 69.73%
12,522 $352,000
Q3 2022

Nov 10, 2022
BUY
$27.69 - $29.67 $878,825 - $941,666
31,738 Added 329.61%
41,367 $1.15 Million
Q2 2022

Aug 03, 2022
BUY
$27.78 - $30.3 $267,493 - $291,758
9,629 New
9,629 $270,000

Others Institutions Holding UMAR

# of Institutions
63
Shares Held
1.6M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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