Uma Financial Services, Inc. Innovator U.S. Equity Ultra Bu Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 2025
A detailed history of Uma Financial Services, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Uma Financial Services, Inc. holds 4,550 shares of UDEC stock, worth $177,040. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,550
Previous 4,550
-0.0%
Holding current value
$177,040
Previous $165,000
5.45%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding UDEC
# of Institutions
121Shares Held
7.67MCall Options Held
0Put Options Held
0-
Brookstone Capital Management1.88MShares$73 Million0.97% of portfolio
-
Talon Private Wealth, LLC The Villages, FL958KShares$37.3 Million4.81% 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