Ever Source Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 300 shares of UDEC stock, worth $11,672. This represents 0.0% of its overall portfolio holdings.
Number of Shares
300
Previous 300
-0.0%
Holding current value
$11,672
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 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