A detailed history of Envestnet Asset Management Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Envestnet Asset Management Inc holds 17,397 shares of UDEC stock, worth $597,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,397
Previous 26,283 33.81%
Holding current value
$597,412
Previous $842,000 31.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$31.77 - $33.42 $282,308 - $296,970
-8,886 Reduced 33.81%
17,397 $581,000
Q4 2023

Feb 13, 2024

BUY
$28.27 - $32.09 $743,020 - $843,421
26,283 New
26,283 $842,000
Q2 2023

Aug 04, 2023

SELL
$28.35 - $30.19 $29,852 - $31,790
-1,053 Reduced 11.44%
8,150 $246,000
Q1 2023

May 11, 2023

BUY
$27.29 - $28.69 $251,149 - $264,034
9,203 New
9,203 $262,000
Q3 2022

Nov 10, 2022

BUY
N/A
30,018 New
30,018 $837,000

Others Institutions Holding UDEC

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.