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

White Knight Strategic Wealth Advisors, LLC

$93.1 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	SELL	$25.83 - $28.12 $284,543 - $309,769	-11,016 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$27.17 - $28.22 $53,416 - $55,480	-1,966 Reduced 15.14%	11,016 $309,000
Q4 2021 Jan 14, 2022	BUY	$27.5 - $28.0 $357,005 - $363,496	12,982 New	12,982 $363,000

Others Institutions Holding UFEB

# of Institutions

Shares Held

1.68M

Call Options Held

Put Options Held

Brookstone Capital Management

540K
Shares

$17.1 Million
0.33% of portfolio
Stratos Wealth Advisors, LLC

248K
Shares

$7.88 Million
0.47% of portfolio
Truist Financial Corp

125K
Shares

$3.98 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

95.9K
Shares

$3.05 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

77.6K
Shares

$2.47 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UFEB
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