Private Client Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Private Client Services, LLC
- $257 Billion
- Q2 2025
A detailed history of Private Client Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Private Client Services, LLC holds 85,253 shares of UDEC stock, worth $3.11 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
85,253
Previous 128,771
33.79%
Holding current value
$3.11 Million
Previous $4.42 Billion
29.66%
% of portfolio
1.21%
Previous 2.18%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
108Shares Held
8.98MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$86.3 Million1.34% of portfolio
-
Talon Private Wealth, LLC The Villages, FL951KShares$34.7 Million4.38% of portfolio
-
Altfest L J & CO Inc623KShares$22.7 Million3.29% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL385KShares$14 Million0.01% of portfolio
-
Richard P Slaughter Associates Inc377KShares$13.7 Million3.73% of portfolio