A detailed history of Smith Shellnut Wilson LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 7,531 shares of UJUL stock, worth $257,560. This represents 0.12% of its overall portfolio holdings.

Number of Shares
7,531
Previous 7,531 -0.0%
Holding current value
$257,560
Previous $240,000 2.08%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023

BUY
$25.63 - $27.05 $193,019 - $203,713
7,531 New
7,531 $203,000
Q2 2022

Aug 02, 2022

SELL
$25.31 - $27.64 $190,609 - $208,156
-7,531 Closed
0 $0
Q4 2021

Feb 03, 2022

SELL
$26.91 - $27.68 $66,440 - $68,341
-2,469 Reduced 24.69%
7,531 $208,000
Q3 2021

Nov 12, 2021

BUY
$26.73 - $27.32 $267,300 - $273,200
10,000 New
10,000 $0

Others Institutions Holding UJUL

About INNOVATOR U.S. EQUITY ULTRA BU


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

Track Smith Shellnut Wilson LLC Portfolio

Follow Smith Shellnut Wilson 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 Smith Shellnut Wilson LLC , based on Form 13F filings with the SEC.

News

Stay updated on Smith Shellnut Wilson LLC with notifications on news.