Crown Wealth Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Crown Wealth Group, LLC holds 26,177 shares of UDEC stock, worth $1.01 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
26,177
Previous 29,177
10.28%
Holding current value
$1.01 Million
Previous $1 Million
4.7%
% of portfolio
0.37%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
124Shares Held
9.32MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$92.4 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.9 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.7 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.8 Million0.02% of portfolio
-
Richard P Slaughter Associates Inc377KShares$14.5 Million3.73% of portfolio