Altfest L J & CO Inc Innovator U.S. Equity Ultra Bu Transaction History

Altfest L J & CO Inc

$712 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$34.08 - $35.99 $21.2 Million - $22.4 Million	622,655 New	622,655 $21.4 Million

Others Institutions Holding UDEC

# of Institutions

113

Shares Held

9.01M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

2.4M
Shares

$89.2 Million
1.32% of portfolio
Talon Private Wealth, LLC The Villages, FL

951K
Shares

$35.4 Million
4.38% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$15.2 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

385K
Shares

$14.3 Million
0.01% of portfolio
Richard P Slaughter Associates Inc

377K
Shares

$14 Million
3.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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