Kingsview Wealth Management, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kingsview Wealth Management, LLC
- $5.76 Billion
- Q3 2025
A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 33,913 shares of UDEC stock, worth $1.32 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
33,913
Previous 35,819
5.32%
Holding current value
$1.32 Million
Previous $1.31 Million
0.31%
% of portfolio
0.02%
Previous 0.02%
Shares
7 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