Davies Financial Advisors, Inc. INNOVATOR ETFS TRUST Transaction History

Davies Financial Advisors, Inc.

  • $129 Billion
  • Q2 2025
Number of Shares
194,541
Previous 204,782 5.0%
Holding current value
$5.81 Billion
Previous $5.53 Billion 4.95%
% of portfolio
4.51%
Previous 4.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-10,241 Reduced 5.0%
194,541 $5.81 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
31,918 Added 18.46%
204,782 $5.53 Billion
Q4 2024

Jan 16, 2025
BUY
N/A
40,335 Added 30.43%
172,864 $5.05 Billion
Q3 2024

Oct 09, 2024
BUY
N/A
35,757 Added 36.95%
132,529 $3.65 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
96,772 New
96,772 $2.65 Billion
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