Octavia Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Octavia Wealth Advisors, LLC
- $806 Million
- Q3 2024
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 26,355 shares of UDEC stock, worth $932,703. This represents 0.11% of its overall portfolio holdings.
Number of Shares
26,355
Previous 26,355
-0.0%
Holding current value
$932,703
Previous $903,000
2.1%
% of portfolio
0.11%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding UDEC
# of Institutions
55Shares Held
1.36MCall Options Held
0Put Options Held
0-
Brookstone Capital Management108KShares$3.84 Million0.06% of portfolio
-
Mgo One Seven LLC Beachwood, OH98.9KShares$3.5 Million0.15% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH96.6KShares$3.42 Million0.29% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA96.1KShares$3.4 Million0.75% of portfolio
-
Commonwealth Equity Services, LLC93.7KShares$3.32 Million0.0% of portfolio