Sage View Advisory Group, LLC Innovator U.S. Equity Ultra Bu Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 15,770 shares of UDEC stock, worth $613,610. This represents 0.02% of its overall portfolio holdings.

Number of Shares
15,770
Previous 18,394 14.27%
Holding current value
$613,610
Previous $683 Million 11.38%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$36.37 - $38.37 $95,434 - $100,682
-2,624 Reduced 14.27%
15,770 $605 Million
Q2 2025

Aug 13, 2025
BUY
$32.77 - $36.44 $168,962 - $187,884
5,156 Added 38.95%
18,394 $683 Million
Q4 2024

Feb 13, 2025
BUY
$34.96 - $35.65 $462,800 - $471,934
13,238 New
13,238 $465 Million
Q4 2023

Feb 09, 2024
BUY
$28.27 - $32.09 $11.5 Million - $13.1 Million
407,848 New
407,848 $408 Million
Q4 2022

Feb 14, 2023
BUY
$27.24 - $28.12 $309,364 - $319,358
11,357 New
11,357 $312 Million

Others Institutions Holding UDEC

# of Institutions
119
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email