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

Accurate Wealth Management, LLC

  • $482 Million
  • Q1 2025

A detailed history of Accurate Wealth Management, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,311 shares of UDEC stock, worth $250,182. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,311
Previous 6,733 8.58%
Holding current value
$250,182
Previous $236,000 5.93%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$34.08 - $35.99 $19,698 - $20,802
578 Added 8.58%
7,311 $250,000
Q4 2024

Jan 14, 2025
BUY
$34.96 - $35.65 $235,385 - $240,031
6,733 New
6,733 $236,000
Q1 2024

Apr 22, 2024
BUY
$31.77 - $33.42 $228,013 - $239,855
7,177 New
7,177 $239,000

Others Institutions Holding UDEC

# of Institutions
83
Shares Held
3.78M
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
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email