Verity Asset Management, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Verity Asset Management, Inc.

$177 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	BUY	$28.85 - $30.35 $3.38 Million - $3.56 Million	117,236 New	117,236 $4,000

Others Institutions Holding UDEC

# of Institutions

83

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

955K
Shares

$32 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$8.59 Million
1.28% of portfolio
Tounjian Advisory Partners, LLC Fort Myers, FL

222K
Shares

$7.44 Million
1.43% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.46 Million
1.89% of portfolio
Private Client Services, LLC Louisville, KY

129K
Shares

$4.31 Million
2.18% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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