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

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,296 shares of UAUG stock, worth $480,517. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,296
Previous 13,699 2.94%
Holding current value
$480,517
Previous $479,000 1.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 28, 2025
SELL
$34.78 - $35.99 $14,016 - $14,503
-403 Reduced 2.94%
13,296 $472,000
Q3 2024

Nov 12, 2024
BUY
$33.02 - $35.03 $21,463 - $22,769
650 Added 4.98%
13,699 $479,000
Q2 2024

Aug 14, 2024
SELL
$31.71 - $33.65 $143,963 - $152,771
-4,540 Reduced 25.81%
13,049 $439,000
Q1 2024

May 09, 2024
SELL
$30.37 - $32.65 $76,198 - $81,918
-2,509 Reduced 12.48%
17,589 $574,000
Q4 2023

Feb 08, 2024
SELL
$28.09 - $30.81 $91,910 - $100,810
-3,272 Reduced 14.0%
20,098 $617,000
Q3 2023

Nov 07, 2023
BUY
$28.47 - $29.76 $665,343 - $695,491
23,370 New
23,370 $669,000

Others Institutions Holding UAUG

# of Institutions
90
Shares Held
4.66M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UAUG Quotes by TradingView
  • Ticker UAUG
  • Sector ETFs
  • Industry ETFs
More about UAUG
Track This Portfolio

Track Kingsview Wealth Management, LLC Portfolio

Follow Kingsview 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 Kingsview Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email