A detailed history of Advance Capital Management, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Advance Capital Management, Inc. holds 487,051 shares of UMAR stock, worth $17.5 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
487,051
Previous 552,080 11.78%
Holding current value
$17.5 Million
Previous $18.6 Million 8.61%
% of portfolio
1.01%
Previous 1.08%

Shares

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

Oct 07, 2024

SELL
$32.83 - $34.88 $2.13 Million - $2.27 Million
-65,029 Reduced 11.78%
487,051 $17 Million
Q2 2024

Jul 08, 2024

SELL
$31.69 - $33.71 $18.3 Million - $19.4 Million
-576,069 Reduced 51.06%
552,080 $18.6 Million
Q1 2024

Apr 04, 2024

BUY
$31.53 - $32.66 $35.6 Million - $36.8 Million
1,128,149 New
1,128,149 $36.8 Million

Others Institutions Holding UMAR

About INNOVATOR U.S. EQUITY ULTRA BU


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

Track Advance Capital Management, Inc. Portfolio

Follow Advance Capital Management, Inc. 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 Advance Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Advance Capital Management, Inc. with notifications on news.