Triad Wealth Partners, LLC Innovator Etfs Tr Transaction History

Triad Wealth Partners, LLC

$191 Billion
Q2 2024

A detailed history of Triad Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 4,659 shares of IJUL stock, worth $134,458. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,659

Holding current value

$134,458

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$27.14 - $28.98 $126,445 - $135,017	4,659 New	4,659 $131 Million

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.5M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$38.5 Million
5.58% of portfolio
Lantz Financial LLC

286K
Shares

$8.24 Million
2.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

278K
Shares

$8.03 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

276K
Shares

$7.95 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

232K
Shares

$6.7 Million
0.61% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

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Triad Wealth Partners, LLC Innovator Etfs Tr Transaction History