Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 22,690 shares of UAUG stock, worth $766,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,690
Previous 27,095 16.26%
Holding current value
$766,014
Previous $832,000 11.06%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$30.37 - $32.65 $133,779 - $143,823
-4,405 Reduced 16.26%
22,690 $740,000
Q4 2023

Feb 12, 2024
BUY
$28.09 - $30.81 $431,911 - $473,734
15,376 Added 131.21%
27,095 $832,000
Q3 2023

Nov 13, 2023
BUY
$28.47 - $29.76 $333,639 - $348,757
11,719 New
11,719 $335,000

Others Institutions Holding UAUG

# of Institutions
84
Shares Held
5.18M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
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