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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 12,479 shares of UJUN stock, worth $426,157. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,479
Previous 12,479 -0.0%
Holding current value
$426,157
Previous $399,000 3.76%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$30.92 - $32.03 $130,637 - $135,326
4,225 Added 51.19%
12,479 $399,000
Q3 2023

Nov 13, 2023
BUY
$28.2 - $28.95 $29,666 - $30,455
1,052 Added 14.61%
8,254 $233,000
Q2 2023

Aug 14, 2023
BUY
$27.18 - $28.59 $195,750 - $205,905
7,202 New
7,202 $205,000

Others Institutions Holding UJUN

# of Institutions
50
Shares Held
2.08M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UJUN Quotes by TradingView
  • Ticker UJUN
  • Sector ETFs
  • Industry ETFs
More about UJUN
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