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

Milestone Asset Management, LLC

$470 Billion
Q1 2025

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 7,231 shares of UMAR stock, worth $265,233. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,231

Previous 7,594 4.78%

Holding current value

$265,233

Previous $271 Million 5.15%

% of portfolio

0.05%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$35.26 - $36.57 $12,799 - $13,274	-363 Reduced 4.78%	7,231 $257 Million
Q3 2024 Oct 25, 2024	SELL	$32.83 - $34.88 $4,760 - $5,057	-145 Reduced 1.87%	7,594 $265 Million
Q2 2024 Jul 19, 2024	SELL	$31.69 - $33.71 $16,637 - $17,697	-525 Reduced 6.35%	7,739 $261 Million
Q4 2023 Jan 23, 2024	SELL	$29.16 - $31.6 $193,593 - $209,792	-6,639 Reduced 44.55%	8,264 $261 Million
Q3 2023 Nov 13, 2023	SELL	$29.72 - $30.47 $184,501 - $189,157	-6,208 Reduced 29.41%	14,903 $445 Million
Q1 2023 May 08, 2023	BUY	$27.76 - $28.72 $586,041 - $606,307	21,111 New	21,111 $606 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.89M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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