A detailed history of Envestnet Asset Management Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 18,187 shares of UMAR stock, worth $653,277. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,187
Previous 26,449 31.24%
Holding current value
$653,277
Previous $890,000 28.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

SELL
$32.83 - $34.88 $271,241 - $288,178
-8,262 Reduced 31.24%
18,187 $634,000
Q1 2024

May 13, 2024

BUY
$31.53 - $32.66 $430,636 - $446,070
13,658 Added 106.78%
26,449 $863,000
Q4 2023

Feb 13, 2024

SELL
$29.16 - $31.6 $17,962 - $19,465
-616 Reduced 4.59%
12,791 $404,000
Q3 2023

Nov 13, 2023

SELL
$29.72 - $30.47 $55,992 - $57,405
-1,884 Reduced 12.32%
13,407 $399,000
Q2 2023

Aug 04, 2023

SELL
$28.62 - $30.06 $378,070 - $397,092
-13,210 Reduced 46.35%
15,291 $459,000
Q1 2023

May 11, 2023

BUY
$27.76 - $28.72 $443,577 - $458,916
15,979 Added 127.61%
28,501 $818,000
Q4 2022

Feb 07, 2023

SELL
$27.72 - $28.79 $799,583 - $830,447
-28,845 Reduced 69.73%
12,522 $352,000
Q3 2022

Nov 10, 2022

BUY
$27.69 - $29.67 $878,825 - $941,666
31,738 Added 329.61%
41,367 $1.15 Million
Q2 2022

Aug 03, 2022

BUY
$27.78 - $30.3 $267,493 - $291,758
9,629 New
9,629 $270,000

Others Institutions Holding UMAR

About INNOVATOR U.S. EQUITY ULTRA BU


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

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset 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 Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.