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 29,565 shares of UMAR stock, worth $1.08 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

29,565

Previous 46,475 36.39%

Holding current value

$1.08 Million

Previous $1.62 Billion 34.91%

% of portfolio

0.65%

Previous 0.95%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$34.72 - $35.93 $587,115 - $607,576	-16,910 Reduced 36.39%	29,565 $1.06 Billion
Q3 2024 Oct 24, 2024	SELL	$32.83 - $34.88 $1.15 Million - $1.22 Million	-34,940 Reduced 42.92%	46,475 $1.62 Billion
Q2 2024 Jul 26, 2024	BUY	$31.69 - $33.71 $3,169 - $3,371	100 Added 0.12%	81,415 $2.74 Billion
Q1 2024 Apr 30, 2024	BUY	$31.53 - $32.66 $2.56 Million - $2.66 Million	81,315 New	81,315 $2.66 Billion

Others Institutions Holding UMAR

# of Institutions

Shares Held

1.46M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

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