Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 15,270 shares of UMAY stock, worth $550,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares
15,270
Previous 15,404 0.87%
Holding current value
$550,025
Previous $535,000 2.24%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$34.91 - $35.87 $4,677 - $4,806
-134 Reduced 0.87%
15,270 $547,000
Q2 2025

Aug 06, 2025
BUY
$30.71 - $34.9 $5,220 - $5,933
170 Added 1.12%
15,404 $535,000
Q1 2025

May 06, 2025
SELL
$32.91 - $34.28 $30,770 - $32,051
-935 Reduced 5.78%
15,234 $510,000
Q4 2024

Feb 13, 2025
SELL
$32.84 - $33.81 $3,481 - $3,583
-106 Reduced 0.65%
16,169 $543,000
Q3 2024

Nov 14, 2024
BUY
$31.24 - $33.0 $17,025 - $17,985
545 Added 3.46%
16,275 $537,000
Q2 2024

Aug 12, 2024
BUY
$30.26 - $31.94 $475,989 - $502,416
15,730 New
15,730 $502,000

Others Institutions Holding UMAY

# of Institutions
51
Shares Held
1.07M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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