Long Island Wealth Management, Inc. UDEC Holdings History
Long Island Wealth Management, Inc.'s Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 40,965.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $1.41 Mil. This investment constitutes 0.86% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0.35% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.
The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 1 purchases of UDEC, at an average price of $34.86, for a total of 44,030.00 shares. In addition, there have been 1 sales at an average price of $32.71 for 3,065.00 shares. Based on historical transaction data and UDEC's current price of $36.78, Long Island Wealth Management, Inc.'s estimated gain on his UDEC holdings is $72,245.45, reflecting a 4.71% gain to date.
Long Island Wealth Management, Inc. UDEC ($36.78) Holding Chart
Long Island Wealth Management, Inc. UDEC ($36.78) 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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