Creative One Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History

Creative One Wealth, LLC

$3 Billion
Q4 2024

A detailed history of Creative One Wealth, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Creative One Wealth, LLC holds 5,830 shares of UDEC stock, worth $204,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,830

Holding current value

$204,807

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$34.96 - $35.65 $203,816 - $207,839	5,830 New	5,830 $204,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

3.41M

Call Options Held

Put Options Held

Brookstone Capital Management

955K
Shares

$33.6 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$9.01 Million
1.28% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.73 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

125K
Shares

$4.39 Million
0.01% of portfolio
Kestra Advisory Services, LLC

121K
Shares

$4.24 Million
0.02% 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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Creative One Wealth, LLC Innovator U.S. Equity Ultra Bu Transaction History