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 14,030 shares of UMAY stock, worth $494,276. This represents 0.1% of its overall portfolio holdings.

Number of Shares
14,030
Previous 14,320 2.03%
Holding current value
$494,276
Previous $481 Million 2.44%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$32.91 - $34.28 $9,543 - $9,941
-290 Reduced 2.03%
14,030 $470 Million
Q2 2024

Jul 19, 2024
SELL
$30.26 - $31.94 $16,068 - $16,960
-531 Reduced 3.58%
14,320 $457 Million
Q1 2024

Apr 23, 2024
SELL
$29.26 - $30.26 $9,919 - $10,258
-339 Reduced 2.23%
14,851 $449 Million
Q3 2023

Nov 13, 2023
SELL
$27.54 - $28.26 $488,449 - $501,219
-17,736 Reduced 53.87%
15,190 $420 Million
Q2 2023

Aug 08, 2023
BUY
$26.32 - $27.95 $866,612 - $920,281
32,926 New
32,926 $920 Million

Others Institutions Holding UMAY

# of Institutions
51
Shares Held
880K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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