New Edge Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, New Edge Advisors, LLC holds 20,228 shares of UFEB stock, worth $678,042. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,228
Previous 20,949 3.44%
Holding current value
$678,042
Previous $663,000 0.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024
SELL
$31.02 - $32.54 $22,365 - $23,461
-721 Reduced 3.44%
20,228 $658,000
Q2 2024

Aug 15, 2024
BUY
$30.07 - $31.69 $81,880 - $86,291
2,723 Added 14.94%
20,949 $663,000
Q2 2023

Aug 14, 2023
SELL
$26.48 - $27.83 $119,901 - $126,014
-4,528 Reduced 19.9%
18,226 $507,000
Q1 2023

May 12, 2023
BUY
$25.67 - $26.63 $584,095 - $605,939
22,754 New
22,754 $603,000

Others Institutions Holding UFEB

# of Institutions
63
Shares Held
998K
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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

Track New Edge Advisors, LLC Portfolio

Follow New Edge Advisors, 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 New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email