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

Mbl Wealth, LLC

  • $923 Million
  • Q1 2025

A detailed history of Mbl Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Mbl Wealth, LLC holds 28,000 shares of UMAR stock, worth $1.02 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
28,000
Previous 27,615 1.39%
Holding current value
$1.02 Million
Previous $985,000 1.02%
% of portfolio
0.11%
Previous 0.11%

Shares

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

May 21, 2025
BUY
$35.26 - $36.57 $13,575 - $14,079
385 Added 1.39%
28,000 $995,000
Q4 2024

Apr 21, 2025
SELL
$34.72 - $35.93 $21,179 - $21,917
-610 Reduced 2.16%
27,615 $985,000
Q3 2024

Jan 08, 2025
BUY
$32.83 - $34.88 $36,933 - $39,240
1,125 Added 4.15%
28,225 $984,000
Q2 2024

Jul 19, 2024
BUY
$31.69 - $33.71 $858,799 - $913,541
27,100 New
27,100 $912,000

Others Institutions Holding UMAR

# of Institutions
71
Shares Held
1.89M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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