Heritage Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Heritage Wealth Partners, LLC

  • $85 Billion
  • Q3 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 70,495 shares of UAUG stock, worth $2.5 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares
70,495
Previous 17,914 293.52%
Holding current value
$2.5 Million
Previous $603 Million 309.66%
% of portfolio
2.9%
Previous 0.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$33.02 - $35.03 $1.74 Million - $1.84 Million
52,581 Added 293.52%
70,495 $2.47 Billion
Q2 2024

Jul 05, 2024
SELL
$31.71 - $33.65 $695,400 - $737,944
-21,930 Reduced 55.04%
17,914 $603 Million
Q4 2023

Jan 19, 2024
SELL
$28.09 - $30.81 $190,506 - $208,953
-6,782 Reduced 14.55%
39,844 $1.22 Billion
Q3 2023

Oct 18, 2023
BUY
$28.47 - $29.76 $1.33 Million - $1.39 Million
46,626 New
46,626 $1.34 Billion

Others Institutions Holding UAUG

# of Institutions
86
Shares Held
4.62M
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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