Wealth Enhancement Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 12,962 shares of UDEC stock, worth $443,559. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,962

Previous 8,555 51.51%

Holding current value

$443,559

Previous $300,000 47.67%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$34.08 - $35.99 $150,190 - $158,607	4,407 Added 51.51%	12,962 $443,000
Q4 2024 Mar 17, 2025	BUY	$34.96 - $35.65 $99,111 - $101,067	2,835 Added 49.56%	8,555 $300,000
Q3 2024 Oct 23, 2024	BUY	$33.55 - $35.03 $191,905 - $200,371	5,720 New	5,720 $200,000
Q4 2023 Jan 30, 2024	SELL	$28.27 - $32.09 $762,809 - $865,884	-26,983 Reduced 76.27%	8,395 $268,000
Q3 2023 Nov 13, 2023	BUY	$29.31 - $30.77 $1.04 Million - $1.09 Million	35,378 New	35,378 $1.04 Million

Others Institutions Holding UDEC

# of Institutions

Shares Held

3.83M

Call Options Held

Put Options Held

View Full List

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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History