Allworth Financial LP Innovator U.S. Equity Ultra Bu Transaction History

Allworth Financial LP

$17.4 Billion
Q1 2025

A detailed history of Allworth Financial LP transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Allworth Financial LP holds 1,700 shares of UDEC stock, worth $58,293. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,700

Holding current value

$58,293

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$34.08 - $35.99 $57,936 - $61,183	1,700 New	1,700 $58,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

6.6M

Call Options Held

Put Options Held

Brookstone Capital Management

2.37M
Shares

$81.2 Million
1.34% of portfolio
Altfest L J & CO Inc

623K
Shares

$21.4 Million
3.29% of portfolio
Commonwealth Equity Services, LLC

376K
Shares

$12.9 Million
0.02% of portfolio
Sovran Advisors, LLC San Diego, CA

269K
Shares

$9.22 Million
1.17% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

222K
Shares

$7.61 Million
1.43% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

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