Worth Pointe, LLC Innovator U.S. Equity Ultra Bu Transaction History
Worth Pointe, LLC
- $218 Million
- Q1 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 6,814 shares of UDEC stock, worth $233,652. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,814
Previous 6,789
0.37%
Holding current value
$233,652
Previous $238,000
2.1%
% of portfolio
0.11%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
96Shares Held
5.72MCall Options Held
0Put Options Held
0-
Brookstone Capital Management2.37MShares$81.2 Million1.34% of portfolio
-
Sovran Advisors, LLC San Diego, CA269KShares$9.22 Million1.17% of portfolio
-
Tounjian Advisory Partners, LLC Fort Myers, FL222KShares$7.61 Million1.43% of portfolio
-
Encompass More Asset Management Danville, CA163KShares$5.59 Million1.89% of portfolio
-
Trek Financial, LLC Scottsdale, AZ134KShares$4.59 Million0.36% of portfolio