Crown Wealth Group, LLC Innovator U.S. Equity Ultra Bu Transaction History
Crown Wealth Group, LLC
- $294 Million
- Q3 2025
A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Crown Wealth Group, LLC holds 25,004 shares of UDEC stock, worth $972,905. This represents 0.33% of its overall portfolio holdings.
Number of Shares
25,004
Previous 26,177
4.48%
Holding current value
$972,905
Previous $953,000
0.63%
% of portfolio
0.33%
Previous 0.37%
Shares
3 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