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
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

About INNOVATOR U.S. EQUITY ULTRA BU


  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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