Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Spire Wealth Management holds 27,954 shares of UMAR stock, worth $999,075. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,954

Previous 31,249 10.54%

Holding current value

$999,075

Previous $1.09 Million 8.45%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$34.72 - $35.93 $114,402 - $118,389	-3,295 Reduced 10.54%	27,954 $997,000
Q3 2024 Oct 15, 2024	SELL	$32.83 - $34.88 $21,076 - $22,392	-642 Reduced 2.01%	31,249 $1.09 Million
Q2 2024 Jul 31, 2024	SELL	$31.69 - $33.71 $9,633 - $10,247	-304 Reduced 0.94%	31,891 $1.07 Million
Q1 2024 Apr 24, 2024	BUY	$31.53 - $32.66 $687,606 - $712,249	21,808 Added 209.95%	32,195 $1.05 Million
Q4 2023 Feb 06, 2024	SELL	$29.16 - $31.6 $5,277 - $5,719	-181 Reduced 1.71%	10,387 $328,000
Q3 2023 Nov 08, 2023	SELL	$29.72 - $30.47 $5,379 - $5,515	-181 Reduced 1.68%	10,568 $315,000
Q2 2023 Aug 09, 2023	SELL	$28.62 - $30.06 $3,892 - $4,088	-136 Reduced 1.25%	10,749 $323,000
Q1 2023 May 09, 2023	BUY	$27.76 - $28.72 $302,167 - $312,617	10,885 New	10,885 $312,000
Q1 2022 Apr 18, 2022	BUY	$29.33 - $30.34 $303,565 - $314,019	10,350 New	10,350 $313,000

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAR
Sector ETFs
Industry ETFs

More about UMAR

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Spire Wealth Management Innovator U.S. Equity Ultra Bu Transaction History