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

Milestone Asset Management, LLC

  • $399 Billion
  • Q2 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 7,739 shares of UMAR stock, worth $263,203. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,739
Previous 8,264 6.35%
Holding current value
$263,203
Previous $270 Million 3.46%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
67
Shares Held
3.03M
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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