Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 129,442 shares of UDEC stock, worth $4.58 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
129,442Holding current value
$4.58 Million% of portfolio
0.63%Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
105Shares Held
8.68MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$83.8 Million1.34% of portfolio
-
Talon Private Wealth, LLC The Villages, FL951KShares$33.7 Million4.38% of portfolio
-
Altfest L J & CO Inc623KShares$22 Million3.29% of portfolio
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Raymond James Financial Inc St. Petersburg, FL385KShares$13.6 Million0.01% of portfolio
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Commonwealth Equity Services, LLC376KShares$13.3 Million0.02% of portfolio