A detailed history of Iht Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Iht Wealth Management, LLC holds 111,257 shares of UDEC stock, worth $4.22 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
111,257
Previous 129,629 14.17%
Holding current value
$4.22 Million
Previous $4.45 Million 8.82%
% of portfolio
0.12%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$32.77 - $36.44 $602,050 - $669,475
-18,372 Reduced 14.17%
111,257 $4.05 Million
Q1 2025

May 15, 2025

BUY
$34.08 - $35.99 $3.45 Million - $3.64 Million
101,159 Added 355.32%
129,629 $4.45 Million
Q4 2024

Feb 14, 2025

BUY
$34.96 - $35.65 $995,311 - $1.01 Million
28,470 New
28,470 $999,000

Others Institutions Holding UDEC

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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