Summit Asset Management, LLC UDEC Holdings History
Summit Asset Management, LLC's Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary
As of 2025-03-31, Summit Asset Management, LLC held 11,585.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $397,370.00. This investment constitutes 0.07% of their stock portfolio, and Summit Asset Management, LLC now holds 0.1% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.
The initial trade took place in 2025Q1. And since then Summit Asset Management, LLC has made 1 purchases of UDEC, at an average price of $35.19, for a total of 11,585.00 shares. Based on historical transaction data and UDEC's current price of $36.78, Summit Asset Management, LLC's estimated gain on his UDEC holdings is $18,454.91, reflecting a 4.53% gain to date.
Summit Asset Management, LLC UDEC ($36.78) Holding Chart
Summit Asset Management, LLC 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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