Lpl Financial LLC Innovator U.S. Equity Ultra Bu Transaction History

Lpl Financial LLC

  • $320 Billion
  • Q3 2025

A detailed history of Lpl Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lpl Financial LLC holds 24,341 shares of UMAY stock, worth $876,762. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,341
Previous 27,484 11.44%
Holding current value
$876,762
Previous $955,000 8.59%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
SELL
$34.91 - $35.87 $109,722 - $112,739
-3,143 Reduced 11.44%
24,341 $873,000
Q2 2025

Aug 12, 2025
BUY
$30.71 - $34.9 $37,988 - $43,171
1,237 Added 4.71%
27,484 $955,000
Q1 2025

May 07, 2025
SELL
$32.91 - $34.28 $62,331 - $64,926
-1,894 Reduced 6.73%
26,247 $878,000
Q2 2024

Aug 07, 2024
BUY
$30.26 - $31.94 $57,312 - $60,494
1,894 Added 7.22%
28,141 $898,000
Q1 2024

May 10, 2024
BUY
$29.26 - $30.26 $288,181 - $298,030
9,849 Added 60.06%
26,247 $794,000
Q4 2023

Feb 14, 2024
BUY
$27.06 - $29.41 $20,267 - $22,028
749 Added 4.79%
16,398 $482,000
Q3 2023

Nov 13, 2023
BUY
$27.54 - $28.26 $430,973 - $442,240
15,649 New
15,649 $433,000

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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