Triumph Capital Management Innovator U.S. Equity Ultra Bu Transaction History
Triumph Capital Management
- $361 Million
- Q3 2025
A detailed history of Triumph Capital Management transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Triumph Capital Management holds 118,671 shares of UDEC stock, worth $4.62 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
118,671
Previous 119,278
0.51%
Holding current value
$4.62 Million
Previous $4.35 Million
4.76%
% of portfolio
1.26%
Previous 1.45%
Shares
3 transactions
Others Institutions Holding UDEC
# of Institutions
119Shares 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