PRIVATE CLIENT SERVICES, LLC UDEC Holdings History
PRIVATE CLIENT SERVICES, LLC's Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary
As of 2025-06-30, PRIVATE CLIENT SERVICES, LLC held 85,253.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $3.11 Mil. This investment constitutes 1.21% of their stock portfolio, and PRIVATE CLIENT SERVICES, LLC now holds 0.76% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.
The initial trade took place in 2025Q1. And since then PRIVATE CLIENT SERVICES, LLC has made 1 purchases of UDEC, at an average price of $35.19, for a total of 128,771.00 shares. In addition, there have been 1 sales at an average price of $34.81 for 43,518.00 shares. Based on historical transaction data and UDEC's current price of $36.76, PRIVATE CLIENT SERVICES, LLC's estimated gain on his UDEC holdings is $117,310.37, reflecting a 2.59% gain to date.
PRIVATE CLIENT SERVICES, LLC UDEC ($36.76) Holding Chart
PRIVATE CLIENT SERVICES, LLC UDEC ($36.76) 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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