A detailed history of Retirement Guys Formula LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Retirement Guys Formula LLC holds 7,333 shares of UMAY stock, worth $247,342. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,333
Previous 11,720 37.43%
Holding current value
$247,342
Previous $374,000 35.56%
% of portfolio
0.11%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$31.24 - $33.0 $137,049 - $144,771
-4,387 Reduced 37.43%
7,333 $241,000
Q1 2024

Apr 19, 2024

SELL
$29.26 - $30.26 $263 - $272
-9 Reduced 0.08%
11,720 $354,000
Q3 2023

Oct 13, 2023

SELL
$27.54 - $28.26 $53,097 - $54,485
-1,928 Reduced 14.12%
11,729 $324,000
Q2 2023

Jul 17, 2023

SELL
$26.32 - $27.95 $125,441 - $133,209
-4,766 Reduced 25.87%
13,657 $381,000
Q4 2021

Jul 18, 2022

BUY
$27.98 - $28.79 $515,475 - $530,398
18,423 New
18,423 $530,000

Others Institutions Holding UMAY

About INNOVATOR U.S. EQUITY ULTRA BU


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

Track Retirement Guys Formula LLC Portfolio

Follow Retirement Guys Formula 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 Retirement Guys Formula LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Guys Formula LLC with notifications on news.