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

White Knight Strategic Wealth Advisors, LLC

$106 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	SELL	$27.72 - $28.79 $64,864 - $67,368	-2,340 Reduced 12.41%	16,520 $465,000
Q3 2022 Nov 14, 2022	SELL	$27.69 - $29.67 $160,518 - $171,996	-5,797 Reduced 23.51%	18,860 $522,000
Q2 2022 Aug 15, 2022	SELL	$27.78 - $30.3 $173,569 - $189,314	-6,248 Reduced 20.22%	24,657 $692,000
Q1 2022 Apr 22, 2022	SELL	$29.33 - $30.34 $177,446 - $183,557	-6,050 Reduced 16.37%	30,905 $934,000
Q4 2021 Jan 14, 2022	BUY	$29.09 - $29.8 $1.08 Million - $1.1 Million	36,955 New	36,955 $1.1 Million

Others Institutions Holding UMAR

# of Institutions

Shares Held

2.04M

Call Options Held

Put Options Held

Advance Capital Management, Inc. Southfield, MI

487K
Shares

$17.4 Million
1.01% of portfolio
Mgo One Seven LLC Beachwood, OH

279K
Shares

$9.95 Million
0.43% of portfolio
Brookstone Capital Management

130K
Shares

$4.63 Million
0.08% of portfolio
Clearstead Advisors, LLC Cleveland, OH

97.7K
Shares

$3.49 Million
0.05% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.7K
Shares

$3.45 Million
0.29% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
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