Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Wealth Plan Investment Management, LLC
- $944 Million
- Q1 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 248,790 shares of UDEC stock, worth $8.8 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
248,790Holding current value
$8.8 Million% of portfolio
0.9%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