Captrust Financial Advisors Innovator U.S. Equity Ultra Bu Transaction History
Captrust Financial Advisors
- $46.7 Billion
- Q3 2025
A detailed history of Captrust Financial Advisors transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Captrust Financial Advisors holds 33,630 shares of UDEC stock, worth $1.31 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33,630
Previous 35,080
4.13%
Holding current value
$1.31 Million
Previous $1.28 Million
0.94%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
119Shares Held
6.53MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL958KShares$37.3 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.9 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.7 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE326KShares$12.7 Million0.91% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL258KShares$10 Million0.0% of portfolio