Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 18,394 shares of UDEC stock, worth $707,249. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,394
Previous 13,238
38.95%
Holding current value
$707,249
Previous $454 Million
50.37%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding UDEC
# of Institutions
122Shares Held
7.15MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL958KShares$36.8 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.6 Million0.42% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.7 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.5 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE306KShares$11.8 Million0.88% of portfolio