Kellett Schaffner Wealth Advisors LLC Innovator U.S. Equity Ultra Bu Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $114 Million
  • Q1 2025

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 84,958 shares of UDEC stock, worth $2.91 Million. This represents 2.56% of its overall portfolio holdings.

Number of Shares
84,958
Previous 54,858 54.87%
Holding current value
$2.91 Million
Previous $1.92 Million 51.46%
% of portfolio
2.56%
Previous 1.71%

Shares

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

Apr 23, 2025
BUY
$34.08 - $35.99 $1.03 Million - $1.08 Million
30,100 Added 54.87%
84,958 $2.91 Million
Q4 2024

Feb 04, 2025
BUY
$34.96 - $35.65 $1.92 Million - $1.96 Million
54,858 New
54,858 $1.92 Million

Others Institutions Holding UDEC

# of Institutions
102
Shares Held
8.57M
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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