Kellett Wealth Advisors, LLC UDEC Holdings History
Kellett Wealth Advisors, LLC's Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary
As of 2025-03-31, Kellett Wealth Advisors, LLC held 84,958.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $2.91 Mil. This investment constitutes 2.02% of their stock portfolio, and Kellett Wealth Advisors, LLC now holds 0.75% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.
The initial trade took place in 2024Q4. And since then Kellett Wealth Advisors, LLC has made 2 purchases of UDEC, at an average price of $35.27, for a total of 84,958.00 shares. Based on historical transaction data and UDEC's current price of $37.05, Kellett Wealth Advisors, LLC's estimated gain on his UDEC holdings is $151,668.31, reflecting a 5.06% gain to date.
Kellett Wealth Advisors, LLC UDEC ($37.05) Holding Chart
Kellett Wealth Advisors, LLC UDEC ($37.05) 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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