Cornerstone Wealth Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Cornerstone Wealth Group, LLC
- $1.42 Billion
- Q3 2025
A detailed history of Cornerstone Wealth Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Cornerstone Wealth Group, LLC holds 7,857 shares of UDEC stock, worth $305,715. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,857
Previous 7,857
-0.0%
Holding current value
$305,715
Previous $286,000
5.24%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
119Shares 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