Worth Financial Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Worth Financial Advisory Group, LLC

  • $162 Billion
  • Q4 2024

A detailed history of Worth Financial Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Financial Advisory Group, LLC holds 8,685 shares of UAUG stock, worth $300,935. This represents 0.19% of its overall portfolio holdings.

Number of Shares
8,685
Previous 11,235 22.7%
Holding current value
$300,935
Previous $394 Million 21.64%
% of portfolio
0.19%
Previous 0.23%

Shares

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

Feb 11, 2025
SELL
$34.78 - $35.99 $88,689 - $91,774
-2,550 Reduced 22.7%
8,685 $308 Million
Q3 2024

Oct 24, 2024
BUY
$33.02 - $35.03 $370,979 - $393,562
11,235 New
11,235 $394 Million
Q1 2024

Apr 30, 2024
SELL
$30.37 - $32.65 $346,673 - $372,699
-11,415 Reduced 18.25%
51,136 $1.67 Billion
Q3 2023

Oct 13, 2023
BUY
$28.47 - $29.76 $1.78 Million - $1.86 Million
62,551 New
62,551 $1.79 Billion

Others Institutions Holding UAUG

# of Institutions
95
Shares Held
4.47M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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