Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Put Options Transaction History

Wealth Plan Partners, LLC

$709 Billion
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding UDEC

# of Institutions

105

Shares Held

8.68M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

2.37M
Shares

$83.8 Million
1.34% of portfolio
Talon Private Wealth, LLC The Villages, FL

951K
Shares

$33.7 Million
4.38% of portfolio
Altfest L J & CO Inc

623K
Shares

$22 Million
3.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

385K
Shares

$13.6 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

376K
Shares

$13.3 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
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