Smith Anglin Financial, LLC Innovator U.S. Equity Ultra Bu Transaction History

Smith Anglin Financial, LLC

$1.02 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$27.82 - $28.95 $50,298 - $52,341	1,808 Added 14.79%	14,035 $391,000
Q2 2022 Jul 25, 2022	BUY	$27.62 - $29.95 $337,709 - $366,198	12,227 New	12,227 $340,000

Others Institutions Holding UDEC

# of Institutions

56

Shares Held

1.44M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

108K
Shares

$3.83 Million
0.06% of portfolio
Mgo One Seven LLC Beachwood, OH

98.9K
Shares

$3.49 Million
0.15% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.6K
Shares

$3.41 Million
0.29% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

96.1K
Shares

$3.39 Million
0.75% of portfolio
Commonwealth Equity Services, LLC

93.7K
Shares

$3.31 Million
0.0% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Anglin Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith Anglin Financial, LLC with notifications on news.