White Knight Strategic Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	SELL	$27.29 - $28.69 $195,178 - $205,190	-7,152 Reduced 40.8%	10,377 $296,000
Q4 2022 Feb 14, 2023	SELL	$27.24 - $28.12 $17,324 - $17,884	-636 Reduced 3.5%	17,529 $481,000
Q3 2022 Nov 14, 2022	SELL	$27.82 - $28.95 $2,475 - $2,576	-89 Reduced 0.49%	18,165 $507,000
Q2 2022 Aug 15, 2022	SELL	$27.62 - $29.95 $23,200 - $25,158	-840 Reduced 4.4%	18,254 $508,000
Q1 2022 Apr 22, 2022	SELL	$28.85 - $30.35 $39,091 - $41,124	-1,355 Reduced 6.63%	19,094 $570,000
Q4 2021 Jan 14, 2022	BUY	$29.61 - $30.3 $605,494 - $619,604	20,449 New	20,449 $619,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

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

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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