Morgan Stanley Innovator U.S. Equity Ultra Bu Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Morgan Stanley holds 472 shares of UFEB stock, worth $16,170. This represents 0.0% of its overall portfolio holdings.

Number of Shares

472

Previous 472 -0.0%

Holding current value

$16,170

Previous $15,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$31.02 - $32.54 $14,641 - $15,358	472 New	472 $15,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

5.67M

Call Options Held

Put Options Held

Brookstone Capital Management

1.69M
Shares

$57.8 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$34.5 Million
4.37% of portfolio
Kfg Wealth Management, LLC Granger, IN

435K
Shares

$14.9 Million
3.44% of portfolio
High Tower Advisors, LLC Chicago, IL

233K
Shares

$7.97 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

141K
Shares

$4.84 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
Sector ETFs
Industry ETFs

More about UFEB

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