Private Client Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Private Client Services, LLC
- $202 Billion
- Q1 2025
A detailed history of Private Client Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Private Client Services, LLC holds 128,771 shares of UDEC stock, worth $4.42 Million. This represents 2.18% of its overall portfolio holdings.
Number of Shares
128,771Holding current value
$4.42 Million% of portfolio
2.18%Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
89Shares Held
5.45MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$81.2 Million1.34% of portfolio
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Sovran Advisors, LLC San Diego, CA269KShares$9.22 Million1.17% of portfolio
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Tounjian Advisory Partners, LLC Fort Myers, FL222KShares$7.61 Million1.43% of portfolio
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Encompass More Asset Management Danville, CA163KShares$5.59 Million1.89% of portfolio
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Trek Financial, LLC Scottsdale, AZ134KShares$4.59 Million0.36% of portfolio