Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Foundations Investment Advisors, LLC
- $5.88 Billion
- Q2 2025
A detailed history of Foundations Investment Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 153,632 shares of UDEC stock, worth $5.91 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
153,632
Previous 15,955
862.91%
Holding current value
$5.91 Million
Previous $547,000
923.4%
% of portfolio
0.1%
Previous 0.01%
Shares
5 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