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 14,641 shares of UDEC stock, worth $502,771. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,641
Previous 15,628 6.32%
Holding current value
$502,771
Previous $500,000 2.2%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$31.77 - $33.42 $31,356 - $32,985
-987 Reduced 6.32%
14,641 $489,000
Q4 2023

Feb 14, 2024

BUY
$28.27 - $32.09 $182,398 - $207,044
6,452 Added 70.31%
15,628 $500,000
Q3 2023

Oct 11, 2023

SELL
$29.31 - $30.77 $353,214 - $370,809
-12,051 Reduced 56.77%
9,176 $269,000
Q2 2023

Jul 10, 2023

SELL
$28.35 - $30.19 $6,095 - $6,490
-215 Reduced 1.0%
21,227 $640,000
Q1 2023

Apr 14, 2023

BUY
$27.29 - $28.69 $305,156 - $320,811
11,182 Added 108.99%
21,442 $611,000
Q4 2022

Jan 31, 2023

BUY
$27.24 - $28.12 $279,482 - $288,511
10,260 New
10,260 $281,000

Others Institutions Holding UDEC

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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