Capital Investment Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Capital Investment Advisory Services, LLC
- $1.15 Billion
- Q3 2025
A detailed history of Capital Investment Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 5,866 shares of UDEC stock, worth $228,246. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,866
Previous 5,866
-0.0%
Holding current value
$228,246
Previous $213,000
5.63%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding UDEC
# of Institutions
120Shares Held
6.53MCall Options Held
0Put Options Held
0-
Talon Private Wealth, LLC The Villages, FL958KShares$37.3 Million4.81% of portfolio
-
Brookstone Capital Management795KShares$30.9 Million0.42% of portfolio
-
Commonwealth Equity Services, LLC378KShares$14.7 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE326KShares$12.7 Million0.91% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL258KShares$10 Million0.0% of portfolio