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

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ae Wealth Management LLC holds 16,818 shares of UDEC stock, worth $654,388. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,818
Previous 16,388 2.62%
Holding current value
$654,388
Previous $597,000 8.04%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$36.37 - $38.37 $15,639 - $16,499
430 Added 2.62%
16,818 $645,000
Q2 2025

Aug 06, 2025
SELL
$32.77 - $36.44 $81,498 - $90,626
-2,487 Reduced 13.18%
16,388 $597,000
Q1 2025

May 06, 2025
SELL
$34.08 - $35.99 $222,678 - $235,158
-6,534 Reduced 25.72%
18,875 $647,000
Q4 2024

Feb 13, 2025
BUY
$34.96 - $35.65 $404,172 - $412,149
11,561 Added 83.48%
25,409 $891,000
Q3 2024

Nov 14, 2024
SELL
$33.55 - $35.03 $4,227 - $4,413
-126 Reduced 0.9%
13,848 $484,000
Q2 2024

Aug 12, 2024
SELL
$32.76 - $34.29 $21,850 - $22,871
-667 Reduced 4.56%
13,974 $479,000
Q1 2024

May 15, 2024
SELL
$31.77 - $33.42 $31,356 - $32,985
-987 Reduced 6.32%
14,641 $489,000
Q4 2023

Feb 14, 2024
BUY
$28.27 - $32.09 $182,398 - $207,044
6,452 Added 70.31%
15,628 $500,000
Q3 2023

Oct 11, 2023
SELL
$29.31 - $30.77 $353,214 - $370,809
-12,051 Reduced 56.77%
9,176 $269,000
Q2 2023

Jul 10, 2023
SELL
$28.35 - $30.19 $6,095 - $6,490
-215 Reduced 1.0%
21,227 $640,000
Q1 2023

Apr 14, 2023
BUY
$27.29 - $28.69 $305,156 - $320,811
11,182 Added 108.99%
21,442 $611,000
Q4 2022

Jan 31, 2023
BUY
$27.24 - $28.12 $279,482 - $288,511
10,260 New
10,260 $281,000

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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