Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $232 Million
- Q2 2025
A detailed history of Worth Pointe, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Worth Pointe, LLC holds 7,533 shares of UDEC stock, worth $285,576. This represents 0.12% of its overall portfolio holdings.
Number of Shares
7,533
Previous 6,814
10.55%
Holding current value
$285,576
Previous $233,000
17.6%
% of portfolio
0.12%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
123Shares Held
8.94MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.4MShares$91 Million1.32% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$36.3 Million4.81% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL461KShares$17.5 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC410KShares$15.5 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE306KShares$11.6 Million0.88% of portfolio