Lantz Financial LLC Innovator U.S. Equity Ultra Bu Transaction History

Lantz Financial LLC

$434 Million
Q4 2025

A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Lantz Financial LLC holds 8,822 shares of UDEC stock, worth $343,264. This represents 0.08% of its overall portfolio holdings.

Number of Shares

8,822

Holding current value

$343,264

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 14, 2026	BUY	$37.91 - $39.12 $334,442 - $345,116	8,822 New	8,822 $343,000

Others Institutions Holding UDEC

# of Institutions

122

Shares Held

6.6M

Call Options Held

Put Options Held

Talon Private Wealth, LLC The Villages, FL

958K
Shares

$37.3 Million
4.81% of portfolio
Brookstone Capital Management

795K
Shares

$30.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

378K
Shares

$14.7 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

326K
Shares

$12.7 Million
0.91% of portfolio
Raymond James Financial Inc St. Petersburg, FL

258K
Shares

$10 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

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