Wealth Plan Partners, LLC Innovator U.S. Equity Ultra Bu Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 82,849 shares of UDEC stock, worth $3.22 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
82,849
Previous 81,742 1.35%
Holding current value
$3.22 Million
Previous $2.98 Million 6.72%
% of portfolio
0.54%
Previous 0.54%

Shares

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

Oct 27, 2025
BUY
$36.37 - $38.37 $40,261 - $42,475
1,107 Added 1.35%
82,849 $3.18 Million
Q2 2025

Jul 28, 2025
SELL
$32.77 - $36.44 $1.56 Million - $1.74 Million
-47,700 Reduced 36.85%
81,742 $2.98 Million
Q1 2025

May 09, 2025
BUY
$34.08 - $35.99 $4.41 Million - $4.66 Million
129,442 New
129,442 $4.44 Billion

Others Institutions Holding UDEC

# of Institutions
121
Shares Held
7.67M
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
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