Great Valley Advisor Group, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Great Valley Advisor Group, Inc.
- $4.47 Billion
- Q3 2025
A detailed history of Great Valley Advisor Group, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 7,320 shares of UDEC stock, worth $284,821. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,320
Previous 7,320
-0.0%
Holding current value
$284,821
Previous $266,000
5.26%
% of portfolio
0.01%
Previous 0.01%
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