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 57,847 shares of UJAN stock, worth $2.25 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

57,847

Previous 85,527 32.36%

Holding current value

$2.25 Million

Previous $3.17 Million 30.63%

% of portfolio

0.21%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$36.29 - $38.05 $1 Million - $1.05 Million	-27,680 Reduced 32.36%	57,847 $2.2 Million
Q2 2024 Aug 12, 2024	SELL	$35.2 - $37.12 $807,488 - $851,532	-22,940 Reduced 21.15%	85,527 $3.17 Million
Q1 2024 May 13, 2024	BUY	$34.12 - $36.1 $3.7 Million - $3.92 Million	108,467 New	108,467 $3.92 Million
Q3 2021 Nov 12, 2021	SELL	$30.88 - $31.33 $11,425 - $11,592	-370 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$30.44 - $31.01 $11,262 - $11,473	370 New	370 $11,000
Q1 2021 May 14, 2021	SELL	$29.66 - $30.37 $4.96 Million - $5.08 Million	-167,229 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$28.24 - $29.86 $4.72 Million - $4.99 Million	167,229 New	167,229 $4.99 Million

Others Institutions Holding UJAN

# of Institutions

Shares Held

2.61M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJAN
Sector ETFs
Industry ETFs

More about UJAN

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