Smith Anglin Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History

Smith Anglin Financial, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$27.82 - $28.95 $50,298 - $52,341	1,808 Added 14.79%	14,035 $391,000
Q2 2022 Jul 25, 2022	BUY	$27.62 - $29.95 $337,709 - $366,198	12,227 New	12,227 $340,000

Others Institutions Holding UDEC

# of Institutions

55

Shares Held

1.36M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

108K
Shares

$3.84 Million
0.06% of portfolio
Mgo One Seven LLC Beachwood, OH

98.9K
Shares

$3.5 Million
0.15% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.6K
Shares

$3.42 Million
0.29% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

96.1K
Shares

$3.4 Million
0.75% of portfolio
Commonwealth Equity Services, LLC

93.7K
Shares

$3.32 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

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