Milestone Asset Management, LLC Innovator U.S. Equity Ultra Bu Call Options Transaction History

Milestone Asset Management, LLC

$473 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding UDEC

# of Institutions

120

Shares Held

9.02M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

2.4M
Shares

$89.2 Million
1.32% of portfolio
Talon Private Wealth, LLC The Villages, FL

958K
Shares

$35.6 Million
4.81% of portfolio
Raymond James Financial Inc St. Petersburg, FL

461K
Shares

$17.1 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

410K
Shares

$15.2 Million
0.02% of portfolio
Richard P Slaughter Associates Inc

377K
Shares

$14 Million
3.73% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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