Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Foundations Investment Advisors, LLC

  • $5.1 Billion
  • Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 14,148 shares of UAUG stock, worth $529,984. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,148
Previous 11,809 19.81%
Holding current value
$529,984
Previous $419,000 16.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 07, 2025
BUY
$34.28 - $36.43 $80,180 - $85,209
2,339 Added 19.81%
14,148 $489,000
Q4 2024

Jan 22, 2025
SELL
$34.78 - $35.99 $140,685 - $145,579
-4,045 Reduced 25.51%
11,809 $419,000
Q3 2024

Oct 21, 2024
BUY
$33.02 - $35.03 $523,499 - $555,365
15,854 New
15,854 $555,000
Q4 2023

Feb 08, 2024
SELL
$28.09 - $30.81 $1.18 Million - $1.3 Million
-42,043 Reduced 53.56%
36,461 $1.12 Million
Q3 2023

Oct 05, 2023
BUY
$28.47 - $29.76 $2.24 Million - $2.34 Million
78,504 New
78,504 $2.25 Million

Others Institutions Holding UAUG

# of Institutions
93
Shares Held
2.49M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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