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

Octavia Wealth Advisors, LLC

  • $871 Million
  • Q2 2025

A detailed history of Octavia Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 25,530 shares of UDEC stock, worth $971,161. This represents 0.11% of its overall portfolio holdings.

Number of Shares
25,530
Previous 26,355 3.13%
Holding current value
$971,161
Previous $901,000 3.22%
% of portfolio
0.11%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$32.77 - $36.44 $27,035 - $30,062
-825 Reduced 3.13%
25,530 $930,000
Q2 2024

Aug 01, 2024
BUY
$32.76 - $34.29 $27,027 - $28,289
825 Added 3.23%
26,355 $903,000
Q1 2024

Apr 15, 2024
SELL
$31.77 - $33.42 $26,210 - $27,571
-825 Reduced 3.13%
25,530 $853,000
Q2 2023

Jul 18, 2023
BUY
$28.35 - $30.19 $23,388 - $24,906
825 Added 3.23%
26,355 $795,000
Q4 2022

Jan 19, 2023
BUY
$27.24 - $28.12 $485,716 - $501,407
17,831 Added 231.6%
25,530 $0
Q1 2022

Apr 20, 2022
BUY
$28.85 - $30.35 $222,116 - $233,664
7,699 New
7,699 $230,000

Others Institutions Holding UDEC

# of Institutions
124
Shares Held
9.34M
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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