Steward Partners Investment Advisory, LLC Innovator U.S. Equity Ultra Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 774 shares of UFEB stock, worth $25,944. This represents 0.0% of its overall portfolio holdings.

Number of Shares
774
Previous 710 9.01%
Holding current value
$25,944
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 06, 2025
BUY
$32.44 - $33.28 $2,076 - $2,129
64 Added 9.01%
774 $25,000
Q1 2024

May 15, 2024
BUY
$29.37 - $30.8 $20,852 - $21,868
710 New
710 $21,000

Others Institutions Holding UFEB

# of Institutions
63
Shares Held
980K
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 Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email