ALTFEST L J & CO INC UDEC Holdings History

Number of Shares
622,655.00
Current Holdings Value*
$21.36 Mil
% of Portfolio
2.68%
Total Estimate Gain
$684,920.50
% of Total Estimate Gain
3.13%

ALTFEST L J & CO INC's Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary

As of 2025-03-31, ALTFEST L J & CO INC held 622,655.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $21.36 Mil. This investment constitutes 2.68% of their stock portfolio, and ALTFEST L J & CO INC now holds 5.33% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.

The initial trade took place in 2025Q1. And since then ALTFEST L J & CO INC has made 1 purchases of UDEC, at an average price of $35.19, for a total of 622,655.00 shares. Based on historical transaction data and UDEC's current price of $36.29, ALTFEST L J & CO INC's estimated gain on his UDEC holdings is $684,920.50, reflecting a 3.13% gain to date.

ALTFEST L J & CO INC UDEC ($36.29) Holding Chart

ALTFEST L J & CO INC UDEC ($36.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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