Summit Asset Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Summit Asset Management, LLC

  • $639 Million
  • Q3 2025

A detailed history of Summit Asset Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Summit Asset Management, LLC holds 10,625 shares of UDEC stock, worth $413,418. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,625
Previous 10,625 -0.0%
Holding current value
$413,418
Previous $387,000 5.17%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$32.77 - $36.44 $31,459 - $34,982
-960 Reduced 8.29%
10,625 $387,000
Q1 2025

May 06, 2025
BUY
$34.08 - $35.99 $394,816 - $416,944
11,585 New
11,585 $397,000

Others Institutions Holding UDEC

# of Institutions
121
Shares Held
7.67M
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
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