Tradition Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q3 2024

A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 295,547 shares of UAPR stock, worth $9.21 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

295,547

Previous 298,045 0.84%

Holding current value

$9.21 Million

Previous $8.66 Million 3.12%

% of portfolio

0.85%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$28.28 - $30.21 $70,643 - $75,464	-2,498 Reduced 0.84%	295,547 $8.93 Million
Q2 2024 Aug 12, 2024	BUY	$27.32 - $29.08 $159,111 - $169,361	5,824 Added 1.99%	298,045 $8.66 Million
Q1 2024 May 13, 2024	BUY	$27.32 - $28.16 $7.98 Million - $8.23 Million	292,221 New	292,221 $8.23 Million
Q3 2021 Nov 12, 2021	SELL	$25.57 - $25.98 $8.88 Million - $9.02 Million	-347,302 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$25.18 - $25.68 $8.72 Million - $8.89 Million	346,295 Added 34388.78%	347,302 $8.92 Million
Q4 2020 Feb 16, 2021	BUY	$24.43 - $24.97 $24,601 - $25,144	1,007 New	1,007 $25,000

Others Institutions Holding UAPR

# of Institutions

Shares Held

3.56M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
Sector ETFs
Industry ETFs

More about UAPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History