Wealth Plan Investment Management, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 326,162 shares of UDEC stock, worth $12.5 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
326,162
Previous 305,957 6.6%
Holding current value
$12.5 Million
Previous $11.1 Million 12.24%
% of portfolio
0.91%
Previous 0.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$36.37 - $38.37 $734,855 - $775,265
20,205 Added 6.6%
326,162 $12.5 Million
Q2 2025

Jul 28, 2025
BUY
$32.77 - $36.44 $1.87 Million - $2.08 Million
57,167 Added 22.98%
305,957 $11.1 Million
Q1 2025

May 09, 2025
BUY
$34.08 - $35.99 $8.48 Million - $8.95 Million
248,790 New
248,790 $8.53 Million

Others Institutions Holding UDEC

# of Institutions
121
Shares Held
7.11M
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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