Ae Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History
Ae Wealth Management LLC
- $11.7 Billion
- Q2 2025
A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 16,388 shares of UDEC stock, worth $608,978. This represents 0.01% of its overall portfolio holdings.
Number of Shares
16,388
Previous 18,875
13.18%
Holding current value
$608,978
Previous $647,000
7.73%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding UDEC
# of Institutions
111Shares Held
8.89MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$89.2 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL951KShares$35.4 Million4.38% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL385KShares$14.3 Million0.01% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14 Million3.73% of portfolio