Morgan Stanley Innovator U.S. Equity Ultra Bu Transaction History

Morgan Stanley

$1.36 Trillion
Q1 2025

A detailed history of Morgan Stanley transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Morgan Stanley holds 107 shares of UDEC stock, worth $3,784. This represents 0.0% of its overall portfolio holdings.

Number of Shares

107

Previous 107 -0.0%

Holding current value

$3,784

Previous $3,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$27.29 - $28.69 $2,920 - $3,069	107 New	107 $3,000

Others Institutions Holding UDEC

# of Institutions

105

Shares Held

8.68M

Call Options Held

Put Options Held

Brookstone Capital Management

2.37M
Shares

$83.7 Million
1.34% of portfolio
Talon Private Wealth, LLC The Villages, FL

951K
Shares

$33.6 Million
4.38% of portfolio
Altfest L J & CO Inc

623K
Shares

$22 Million
3.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

385K
Shares

$13.6 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

376K
Shares

$13.3 Million
0.02% 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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