Fermata Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History

Fermata Advisors, LLC

  • $495 Million
  • Q1 2025

A detailed history of Fermata Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Fermata Advisors, LLC holds 23,921 shares of UDEC stock, worth $818,576. This represents 0.17% of its overall portfolio holdings.

Number of Shares
23,921
Previous 28,892 17.21%
Holding current value
$818,576
Previous $1.01 Million 19.25%
% of portfolio
0.17%
Previous 0.2%

Shares

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

Apr 10, 2025
SELL
$34.08 - $35.99 $169,411 - $178,906
-4,971 Reduced 17.21%
23,921 $818,000
Q4 2024

Jan 14, 2025
BUY
$34.96 - $35.65 $1.01 Million - $1.03 Million
28,892 New
28,892 $1.01 Million
Q1 2023

Apr 12, 2023
SELL
$27.29 - $28.69 $5.95 Million - $6.26 Million
-218,209 Reduced 96.45%
8,032 $228,000
Q4 2022

Feb 13, 2023
BUY
$27.24 - $28.12 $6.16 Million - $6.36 Million
226,241 New
226,241 $6.21 Million

Others Institutions Holding UDEC

# of Institutions
81
Shares Held
3.59M
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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