Silver Oak Securities, Inc Innovator U.S. Equity Ultra Bu Transaction History

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024

A detailed history of Silver Oak Securities, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Silver Oak Securities, Inc holds 7,206 shares of UMAR stock, worth $256,965. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,206
Previous 5,923 21.66%
Holding current value
$256,965
Previous $199,000 26.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 23, 2024
BUY
$32.83 - $34.88 $42,120 - $44,751
1,283 Added 21.66%
7,206 $251,000
Q2 2024

Jul 12, 2024
BUY
$31.69 - $33.71 $9,095 - $9,674
287 Added 5.09%
5,923 $199,000
Q1 2024

May 10, 2024
SELL
$31.53 - $32.66 $22,890 - $23,711
-726 Reduced 11.41%
5,636 $184,000
Q4 2023

Feb 05, 2024
BUY
$29.16 - $31.6 $185,515 - $201,039
6,362 New
6,362 $201,000
Q1 2023

May 05, 2023
BUY
$27.76 - $28.72 $192,071 - $198,713
6,919 New
6,919 $203,000

Others Institutions Holding UMAR

# of Institutions
59
Shares Held
2.04M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
Track This Portfolio

Track Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc 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 Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email