Mbl Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History

Mbl Wealth, LLC

$932 Million
Q4 2024

A detailed history of Mbl Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Mbl Wealth, LLC holds 9,699 shares of UDEC stock, worth $324,819. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,699

Holding current value

$324,819

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Apr 21, 2025	BUY	$34.96 - $35.65 $339,077 - $345,769	9,699 New	9,699 $340,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

3.88M

Call Options Held

Put Options Held

Brookstone Capital Management

955K
Shares

$32 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$8.59 Million
1.28% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

222K
Shares

$7.43 Million
1.43% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.46 Million
1.89% of portfolio
Private Client Services, LLC Louisville, KY

129K
Shares

$4.31 Million
2.18% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

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