Kestra Advisory Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Advisory Services, LLC
- $20.1 Billion
- Q3 2025
A detailed history of Kestra Advisory Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 128,162 shares of UDEC stock, worth $4.99 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
128,162
Previous 131,319
2.4%
Holding current value
$4.99 Million
Previous $4.79 Million
2.76%
% of portfolio
0.02%
Previous 0.03%
Shares
8 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