Accurate Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 6,824 shares of UDEC stock, worth $248,734. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,824
Previous 7,311
6.66%
Holding current value
$248,734
Previous $250,000
0.8%
% of portfolio
0.04%
Previous 0.05%
Shares
4 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