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

Milestone Asset Management, LLC

  • $350 Billion
  • Q1 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 7,063 shares of UFEB stock, worth $225,027. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,063
Previous 7,167 1.45%
Holding current value
$225,027
Previous $211 Million 3.01%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Apr 23, 2024
SELL
$29.37 - $30.8 $3,054 - $3,203
-104 Reduced 1.45%
7,063 $218 Million
Q4 2023

Jan 23, 2024
SELL
$26.73 - $29.46 $28,921 - $31,875
-1,082 Reduced 13.12%
7,167 $211 Million
Q3 2023

Nov 13, 2023
SELL
$27.42 - $28.24 $2,550 - $2,626
-93 Reduced 1.11%
8,249 $227 Million
Q2 2023

Aug 08, 2023
BUY
$26.48 - $27.83 $18,191 - $19,119
687 Added 8.97%
8,342 $232 Million
Q1 2023

May 08, 2023
BUY
$25.67 - $26.63 $196,503 - $203,852
7,655 New
7,655 $203 Million

Others Institutions Holding UFEB

# of Institutions
56
Shares Held
1.68M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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