Iht Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Iht Wealth Management, LLC
- $3.44 Billion
- Q2 2025
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
Others Institutions Holding UDEC
# of Institutions
123Shares Held
8.94MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$91 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.3 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.5 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE306KShares$11.6 Million0.88% of portfolio