Assetmark, Inc Innovator U.S. Equity Ultra Bu Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Assetmark, Inc holds 380 shares of UDEC stock, worth $14,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares

380

Previous 380 -0.0%

Holding current value

$14,785

Previous $13,000 7.69%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$32.77 - $36.44 $12,452 - $13,847	380 New	380 $13,000

Others Institutions Holding UDEC

# of Institutions

119

Shares Held

6.53M

Call Options Held

Put Options Held

Talon Private Wealth, LLC The Villages, FL

958K
Shares

$37.3 Million
4.81% of portfolio
Brookstone Capital Management

795K
Shares

$30.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

378K
Shares

$14.7 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

326K
Shares

$12.7 Million
0.91% of portfolio
Raymond James Financial Inc St. Petersburg, FL

258K
Shares

$10 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

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