Lakeridge Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Lakeridge Wealth Management LLC

  • $220 Billion
  • Q4 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 18,668 shares of UDEC stock, worth $726,371. This represents 0.34% of its overall portfolio holdings.

Number of Shares
18,668
Previous 18,515 0.83%
Holding current value
$726,371
Previous $710 Million 4.17%
% of portfolio
0.34%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$37.91 - $39.12 $5,800 - $5,985
153 Added 0.83%
18,668 $740 Million
Q3 2025

Oct 17, 2025
SELL
$36.37 - $38.37 $18,185 - $19,185
-500 Reduced 2.63%
18,515 $710 Million
Q1 2025

Apr 16, 2025
SELL
$34.08 - $35.99 $4,668 - $4,930
-137 Reduced 0.72%
19,015 $652 Million
Q4 2024

Jan 30, 2025
SELL
$34.96 - $35.65 $34,960 - $35,650
-1,000 Reduced 4.96%
19,152 $672 Million
Q4 2023

Feb 14, 2024
BUY
$28.27 - $32.09 $569,697 - $646,677
20,152 New
20,152 $646 Million

Others Institutions Holding UDEC

# of Institutions
120
Shares Held
6.53M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

UDEC Quotes by TradingView
  • Ticker UDEC
  • Sector ETFs
  • Industry ETFs
More about UDEC
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