Talon Private Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History
Talon Private Wealth, LLC
- $726 Billion
- Q2 2025
A detailed history of Talon Private Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Talon Private Wealth, LLC holds 958,228 shares of UDEC stock, worth $35.6 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
958,228
Previous 951,315
0.73%
Holding current value
$35.6 Million
Previous $32.6 Billion
7.0%
% of portfolio
4.81%
Previous 4.38%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
120Shares Held
9.14MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$89.2 Million1.32% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.2 Million0.02% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14 Million3.73% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE306KShares$11.4 Million0.88% of portfolio