Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

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 44,699 shares of UDEC stock, worth $1.62 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

44,699

Previous 29,775 50.12%

Holding current value

$1.62 Million

Previous $1.04 Million 46.84%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$34.08 - $35.99 $508,609 - $537,114	14,924 Added 50.12%	44,699 $1.53 Million
Q4 2024 Feb 12, 2025	BUY	$34.96 - $35.65 $544,606 - $555,355	15,578 Added 109.73%	29,775 $1.04 Million
Q2 2024 Aug 08, 2024	SELL	$32.76 - $34.29 $104,832 - $109,728	-3,200 Reduced 18.39%	14,197 $486,000
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	$27.82 - $28.95 $835,100 - $869,021	30,018 New	30,018 $837,000

Others Institutions Holding UDEC

# of Institutions

105

Shares Held

8.68M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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Envestnet Asset Management Inc Innovator U.S. Equity Ultra Bu Transaction History