A detailed history of 4 J Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, 4 J Wealth Management LLC holds 6,850 shares of UAUG stock, worth $248,107. This represents 0.23% of its overall portfolio holdings.

Number of Shares
6,850
Previous 7,950 13.84%
Holding current value
$248,107
Previous $278,000 12.59%
% of portfolio
0.23%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025

SELL
$34.78 - $35.99 $38,258 - $39,589
-1,100 Reduced 13.84%
6,850 $243,000
Q1 2024

Apr 22, 2024

SELL
$30.37 - $32.65 $9,111 - $9,795
-300 Reduced 3.64%
7,950 $259,000
Q4 2023

Jan 22, 2024

BUY
$28.09 - $30.81 $231,742 - $254,182
8,250 New
8,250 $253,000

Others Institutions Holding UAUG

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.