Berger Financial Group, Inc Innovator U.S. Equity Ultra Bu Transaction History
Berger Financial Group, Inc
- $1.36 Billion
- Q3 2025
A detailed history of Berger Financial Group, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Berger Financial Group, Inc holds 87,821 shares of UDEC stock, worth $3.38 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
87,821
Previous 94,689
7.25%
Holding current value
$3.38 Million
Previous $3.45 Million
2.35%
% of portfolio
0.25%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding UDEC
# of Institutions
121Shares Held
7.11MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL958KShares$36.8 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.6 Million0.42% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.7 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.5 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE326KShares$12.5 Million0.91% of portfolio