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

Octavia Wealth Advisors, LLC

  • $818 Million
  • Q1 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 26,355 shares of UDEC stock, worth $932,176. This represents 0.11% of its overall portfolio holdings.

Number of Shares
26,355
Previous 26,355 -0.0%
Holding current value
$932,176
Previous $924,000 2.49%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
105
Shares Held
8.68M
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
Track This Portfolio

Track Octavia Wealth Advisors, LLC Portfolio

Follow Octavia Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Octavia Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Octavia Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email