A detailed history of Hfg Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Hfg Wealth Management, LLC holds 6,805 shares of USEP stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,805
Previous 7,312 6.93%
Holding current value
$0
Previous $229 Million 2.09%
% of portfolio
0.13%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 27, 2024

SELL
N/A
-507 Reduced 6.93%
6,805 $224 Million
Q4 2023

Jun 27, 2024

SELL
N/A
-66,582 Reduced 90.1%
7,312 $229 Million
Q1 2023

Jun 27, 2024

BUY
N/A
73,894 New
73,894 $2.03 Billion

Others Institutions Holding USEP

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker USEP
More about USEP
Track This Portfolio

Track Hfg Wealth Management, LLC Portfolio

Follow Hfg Wealth Management, LLC 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 Hfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hfg Wealth Management, LLC with notifications on news.