Summit Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 5,987 shares of UDEC stock, worth $211,820. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,987
Holding current value
$211,820
% of portfolio
0.04%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$34.08 - $35.99 $204,036 - $215,472
5,987 New
5,987 $205 Million

Others Institutions Holding UDEC

# of Institutions
105
Shares Held
8.68M
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email