Assetmark, Inc Innovator U.S. Equity Ultra Bu Transaction History

Assetmark, Inc

$41.6 Billion
Q2 2025

A detailed history of Assetmark, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Assetmark, Inc holds 380 shares of UDEC stock, worth $14,611. This represents 0.0% of its overall portfolio holdings.

Number of Shares

380

Holding current value

$14,611

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$32.77 - $36.44 $12,452 - $13,847	380 New	380 $13,000

Others Institutions Holding UDEC

# of Institutions

123

Shares Held

7.17M

Call Options Held

Put Options Held

Talon Private Wealth, LLC The Villages, FL

958K
Shares

$36.8 Million
4.81% of portfolio
Brookstone Capital Management

795K
Shares

$30.6 Million
0.42% of portfolio
Raymond James Financial Inc St. Petersburg, FL

461K
Shares

$17.7 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

378K
Shares

$14.5 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

326K
Shares

$12.5 Million
0.91% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

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