Kestra Private Wealth Services, LLC Innovator U.S. Equity Ultra Bu Transaction History
Kestra Private Wealth Services, LLC
- $7.16 Billion
- Q3 2025
A detailed history of Kestra Private Wealth Services, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 24,900 shares of UDEC stock, worth $968,858. This represents 0.01% of its overall portfolio holdings.
Number of Shares
24,900
Previous 30,600
18.63%
Holding current value
$968,858
Previous $1.12 Million
14.35%
% of portfolio
0.01%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
120Shares 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