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

Morgan Stanley

$1.49 Trillion
Q2 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 $16,770. This represents 0.0% of its overall portfolio holdings.

Number of Shares

472

Previous 472 -0.0%

Holding current value

$16,770

Previous $15,000 6.67%

% 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

6.99M

Call Options Held

Put Options Held

Brookstone Capital Management

1.73M
Shares

$61.6 Million
0.9% of portfolio
Talon Private Wealth, LLC The Villages, FL

1.01M
Shares

$36 Million
4.79% of portfolio
High Tower Advisors, LLC Chicago, IL

969K
Shares

$34.4 Million
0.04% of portfolio
Kfg Wealth Management, LLC Granger, IN

435K
Shares

$15.5 Million
3.44% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

161K
Shares

$5.72 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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