Foundations Investment Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Foundations Investment Advisors, LLC
- $6.26 Billion
- Q3 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 147,230 shares of UDEC stock, worth $5.73 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
147,230
Previous 153,632
4.17%
Holding current value
$5.73 Million
Previous $5.6 Million
0.91%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding UDEC
# of Institutions
120Shares Held
6.53MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL958KShares$37.3 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.9 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.7 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE326KShares$12.7 Million0.91% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL258KShares$10 Million0.0% of portfolio