Holistic Financial Partners Innovator U.S. Equity Ultra Bu Transaction History

Holistic Financial Partners

  • $205 Million
  • Q3 2024

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 13, 2020
SELL
$25.79 - $27.36 $2.47 Million - $2.62 Million
-95,611 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$23.23 - $26.1 $175,107 - $196,741
7,538 Added 8.56%
95,611 $2.46 Million
Q1 2020

May 05, 2020
SELL
$22.66 - $26.24 $9,449 - $10,942
-417 Reduced 0.47%
88,073 $2.08 Million
Q4 2019

Feb 06, 2020
BUY
$24.91 - $25.86 $359,501 - $373,211
14,432 Added 19.49%
88,490 $2.29 Million
Q3 2019

Nov 07, 2019
BUY
$25.15 - $25.34 $1.86 Million - $1.88 Million
74,058 New
74,058 $1.87 Million

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
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