Arete Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Arete Wealth Advisors, LLC
- $1.41 Billion
- Q2 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 49,699 shares of UDEC stock, worth $1.85 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
49,699
Previous 49,568
0.26%
Holding current value
$1.85 Million
Previous $1.7 Million
6.53%
% of portfolio
0.13%
Previous 0.13%
Shares
18 transactions
Others Institutions Holding UDEC
# of Institutions
120Shares Held
9.14MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$89.2 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$35.6 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.1 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.2 Million0.02% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14 Million3.73% of portfolio