Heritage Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Heritage Wealth Partners, LLC

  • $79.7 Billion
  • Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 6,164 shares of BJUL stock, worth $278,921. This represents 0.34% of its overall portfolio holdings.

Number of Shares
6,164
Previous 69,664 91.15%
Holding current value
$278,921
Previous $3.04 Billion 90.97%
% of portfolio
0.34%
Previous 3.58%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
$43.33 - $45.42 $2.75 Million - $2.88 Million
-63,500 Reduced 91.15%
6,164 $275 Million
Q3 2024

Oct 08, 2024
BUY
$40.26 - $43.68 $2.8 Million - $3.04 Million
69,664 New
69,664 $3.04 Billion

Others Institutions Holding BJUL

# of Institutions
117
Shares Held
4.06M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJUL Quotes by TradingView
  • Ticker BJUL
  • Sector ETFs
  • Industry ETFs
More about BJUL
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