Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 14,250 shares of PJUL stock, worth $587,955. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,250
Previous 13,631 4.54%
Holding current value
$587,955
Previous $530 Million 8.93%
% of portfolio
0.11%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$37.89 - $40.48 $23,453 - $25,057
619 Added 4.54%
14,250 $577 Million
Q2 2024

Sep 11, 2024
SELL
$37.29 - $38.87 $3.89 Million - $4.06 Million
-104,415 Reduced 88.45%
13,631 $530 Million
Q1 2024

Sep 11, 2024
SELL
$35.81 - $37.98 $139,659 - $148,122
-3,900 Reduced 3.2%
118,046 $4.48 Billion
Q4 2023

Sep 11, 2024
SELL
$32.94 - $36.21 $287,533 - $316,077
-8,729 Reduced 6.68%
121,946 $4.41 Billion
Q3 2023

Sep 11, 2024
SELL
$33.63 - $34.86 $708,483 - $734,395
-21,067 Reduced 13.88%
130,675 $4.4 Billion
Q2 2023

Sep 11, 2024
SELL
$31.38 - $34.22 $238,739 - $260,345
-7,608 Reduced 4.77%
151,742 $5.19 Billion
Q1 2023

Sep 11, 2024
SELL
$29.97 - $31.76 $446,762 - $473,446
-14,907 Reduced 8.55%
159,350 $5.04 Billion
Q4 2022

Sep 11, 2024
SELL
$28.61 - $30.97 $23,317 - $25,240
-815 Reduced 0.47%
174,257 $5.26 Billion
Q3 2022

Sep 11, 2024
BUY
$28.61 - $31.19 $4.74 Million - $5.17 Million
165,784 Added 1784.93%
175,072 $5.01 Billion
Q2 2022

Sep 11, 2024
BUY
$28.77 - $30.8 $267,215 - $286,070
9,288 New
9,288 $273 Million

Others Institutions Holding PJUL

# of Institutions
241
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
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