Summit Wealth Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,028 shares of UDEC stock, worth $273,459. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,028
Previous 7,028 -0.0%
Holding current value
$273,459
Previous $256 Million 5.3%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$32.77 - $36.44 $34,113 - $37,934
1,041 Added 17.39%
7,028 $256 Million
Q1 2025

May 06, 2025
BUY
$34.08 - $35.99 $204,036 - $215,472
5,987 New
5,987 $205 Million

Others Institutions Holding UDEC

# of Institutions
121
Shares Held
7.67M
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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