Avantax Advisory Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 34,691 shares of UDEC stock, worth $1.32 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
34,691
Previous 14,646
136.86%
Holding current value
$1.32 Million
Previous $502,000
151.79%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
123Shares Held
8.94MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$91 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.3 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.5 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE306KShares$11.6 Million0.88% of portfolio