Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $113 Million
  • Q4 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 76,601 shares of UAPR stock, worth $2.38 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares
76,601
Previous 77,260 0.85%
Holding current value
$2.38 Million
Previous $2.33 Million 1.24%
% of portfolio
2.1%
Previous 2.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
SELL
$30.02 - $31.23 $19,783 - $20,580
-659 Reduced 0.85%
76,601 $2.36 Million
Q3 2024

Oct 21, 2024
SELL
$28.28 - $30.21 $24.2 Million - $25.8 Million
-854,772 Reduced 91.71%
77,260 $2.33 Million
Q2 2024

Aug 09, 2024
BUY
$27.32 - $29.08 $25.5 Million - $27.1 Million
932,032 New
932,032 $27.1 Million

Others Institutions Holding UAPR

# of Institutions
82
Shares Held
3.37M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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