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

Kellett Schaffner Wealth Advisors LLC

  • $139 Million
  • Q3 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 66,602 shares of UDEC stock, worth $2.59 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares
66,602
Previous 67,229 0.93%
Holding current value
$2.59 Million
Previous $2.45 Million 4.33%
% of portfolio
1.84%
Previous 1.91%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$36.37 - $38.37 $22,803 - $24,057
-627 Reduced 0.93%
66,602 $2.56 Million
Q2 2025

Jul 25, 2025
SELL
$32.77 - $36.44 $580,979 - $646,044
-17,729 Reduced 20.87%
67,229 $2.45 Million
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
120
Shares Held
6.53M
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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