Michael S. Ryan, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Michael S. Ryan, Inc.

$143 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 26, 2023	BUY	$28.35 - $30.19 $1.12 Million - $1.2 Million	39,613 New	39,613 $1.2 Billion

Others Institutions Holding UDEC

# of Institutions

78

Shares Held

3.42M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

955K
Shares

$33.3 Million
0.56% of portfolio
Sovran Advisors, LLC San Diego, CA

257K
Shares

$8.95 Million
1.28% of portfolio
Encompass More Asset Management Danville, CA

163K
Shares

$5.69 Million
1.89% of portfolio
Commonwealth Equity Services, LLC

125K
Shares

$4.36 Million
0.01% of portfolio
Kestra Advisory Services, LLC

121K
Shares

$4.2 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UDEC
Sector ETFs
Industry ETFs

More about UDEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Michael S. Ryan, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Michael S. Ryan, Inc. with notifications on news.