A detailed history of New Edge Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, New Edge Advisors, LLC holds 7,965 shares of UMAY stock, worth $255,357. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,965
Previous 7,965 -0.0%
Holding current value
$255,357
Previous $234,000 2.99%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024

BUY
$27.06 - $29.41 $15,559 - $16,910
575 Added 7.78%
7,965 $234,000
Q2 2023

Aug 14, 2023

BUY
$26.32 - $27.95 $194,504 - $206,550
7,390 New
7,390 $206,000
Q4 2022

Feb 14, 2023

BUY
$25.86 - $27.02 $65,141 - $68,063
2,519 New
2,519 $65,000

Others Institutions Holding UMAY

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UMAY
  • Sector ETFs
  • Industry ETFs
More about UMAY
Track This Portfolio

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.