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

Milestone Asset Management, LLC

$454 Billion
Q4 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 $236,751. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,063

Previous 7,063 -0.0%

Holding current value

$236,751

Previous $230 Million 2.24%

% of portfolio

0.05%

Previous 0.05%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

980K

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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