Encompass More Asset Management Innovator U.S. Equity Ultra Bu Transaction History
Encompass More Asset Management
- $410 Million
- Q3 2025
A detailed history of Encompass More Asset Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Encompass More Asset Management holds 85,936 shares of UDEC stock, worth $3.3 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
85,936
Previous 122,838
30.04%
Holding current value
$3.3 Million
Previous $4.48 Million
26.34%
% of portfolio
0.8%
Previous 1.32%
Shares
4 transactions
Others Institutions Holding UDEC
# of Institutions
122Shares Held
7.15MCall 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, NE306KShares$11.8 Million0.88% of portfolio