Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Milestone Asset Management, LLC

  • $446 Billion
  • Q3 2024

A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 96,064 shares of UDEC stock, worth $3.42 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
96,064
Previous 97,110 1.08%
Holding current value
$3.42 Million
Previous $3.33 Billion 0.96%
% of portfolio
0.75%
Previous 0.83%

Shares

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

Oct 25, 2024
SELL
$33.55 - $35.03 $35,093 - $36,641
-1,046 Reduced 1.08%
96,064 $3.36 Billion
Q2 2024

Jul 19, 2024
SELL
$32.76 - $34.29 $259,033 - $271,131
-7,907 Reduced 7.53%
97,110 $3.33 Billion
Q1 2024

Apr 23, 2024
SELL
$31.77 - $33.42 $17,664 - $18,581
-556 Reduced 0.53%
105,017 $3.51 Billion
Q4 2023

Jan 23, 2024
SELL
$28.27 - $32.09 $88,145 - $100,056
-3,118 Reduced 2.87%
105,573 $3.38 Billion
Q3 2023

Nov 13, 2023
SELL
$29.31 - $30.77 $156,427 - $164,219
-5,337 Reduced 4.68%
108,691 $3.19 Billion
Q2 2023

Aug 08, 2023
BUY
$28.35 - $30.19 $62,143 - $66,176
2,192 Added 1.96%
114,028 $3.44 Billion
Q1 2023

May 08, 2023
SELL
$27.29 - $28.69 $74,938 - $78,782
-2,746 Reduced 2.4%
111,836 $3.19 Billion
Q4 2022

Feb 06, 2023
BUY
$27.24 - $28.12 $3.12 Million - $3.22 Million
114,582 New
114,582 $3.22 Billion

Others Institutions Holding UDEC

# of Institutions
55
Shares Held
1.36M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UDEC Quotes by TradingView
  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset 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 Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email