WealthPlan Investment Management, LLC UDEC Holdings History
WealthPlan Investment Management, LLC's Innovator U.S. Equity Ultra Buffer ETF - December Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 248,790.00 shares of Innovator U.S. Equity Ultra Buffer ETF - December(UDEC), totaling $8.53 Mil. This investment constitutes 0.84% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 2.13% of the outstanding Innovator U.S. Equity Ultra Buffer ETF - December(UDEC) stock.
The initial trade took place in 2025Q1. And since then WealthPlan Investment Management, LLC has made 1 purchases of UDEC, at an average price of $35.19, for a total of 248,790.00 shares. Based on historical transaction data and UDEC's current price of $36.29, WealthPlan Investment Management, LLC's estimated gain on his UDEC holdings is $273,669.00, reflecting a 3.13% gain to date.
WealthPlan Investment Management, LLC UDEC ($36.29) Holding Chart
WealthPlan Investment Management, LLC 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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