Compass Advisory Group LLC Innovator U.S. Equity Ultra Bu Transaction History

Compass Advisory Group LLC

  • $234 Million
  • Q2 2025

A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 9,226 shares of UDEC stock, worth $355,570. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,226
Previous 9,226 -0.0%
Holding current value
$355,570
Previous $316,000 6.33%
% of portfolio
0.14%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$34.08 - $35.99 $2,896 - $3,059
-85 Reduced 0.91%
9,226 $316,000
Q1 2024

Apr 30, 2024
SELL
$31.77 - $33.42 $12,866 - $13,535
-405 Reduced 4.17%
9,311 $311,000
Q4 2023

Jan 29, 2024
SELL
$28.27 - $32.09 $85,149 - $96,655
-3,012 Reduced 23.66%
9,716 $311,000
Q2 2023

Jul 18, 2023
SELL
$28.35 - $30.19 $89,302 - $95,098
-3,150 Reduced 19.84%
12,728 $384,000
Q1 2023

Apr 20, 2023
SELL
$27.29 - $28.69 $266,077 - $279,727
-9,750 Reduced 38.04%
15,878 $452,000
Q4 2020

Apr 26, 2021
BUY
$27.02 - $28.46 $692,468 - $729,372
25,628 New
25,628 $729,000

Others Institutions Holding UDEC

# of Institutions
124
Shares Held
9.32M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UDEC Quotes by TradingView
  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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