Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Worth Financial Advisory Group, LLC

  • $170 Billion
  • Q3 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 46,475 shares of UMAR stock, worth $1.65 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
46,475
Previous 81,415 42.92%
Holding current value
$1.65 Million
Previous $2.74 Billion 40.86%
% of portfolio
0.95%
Previous 1.8%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$32.83 - $34.88 $1.15 Million - $1.22 Million
-34,940 Reduced 42.92%
46,475 $1.62 Billion
Q2 2024

Jul 26, 2024
BUY
$31.69 - $33.71 $3,169 - $3,371
100 Added 0.12%
81,415 $2.74 Billion
Q1 2024

Apr 30, 2024
BUY
$31.53 - $32.66 $2.56 Million - $2.66 Million
81,315 New
81,315 $2.66 Billion

Others Institutions Holding UMAR

# of Institutions
59
Shares Held
2.04M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UMAR Quotes by TradingView
  • Ticker UMAR
  • Sector ETFs
  • Industry ETFs
More about UMAR
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