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 42,262 shares of PJUN stock, worth $1.59 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

42,262

Previous 44,160 4.3%

Holding current value

$1.59 Million

Previous $1.57 Billion 0.92%

% of portfolio

0.3%

Previous 0.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$34.72 - $36.88 $65,898 - $69,998	-1,898 Reduced 4.3%	42,262 $1.56 Billion
Q2 2024 Sep 11, 2024	BUY	$34.41 - $35.64 $51,718 - $53,566	1,503 Added 3.52%	44,160 $1.57 Billion
Q1 2024 Sep 11, 2024	SELL	$33.16 - $34.52 $279,240 - $290,692	-8,421 Reduced 16.49%	42,657 $1.47 Billion
Q4 2023 Sep 11, 2024	SELL	$30.66 - $33.38 $595,171 - $647,972	-19,412 Reduced 27.54%	51,078 $1.7 Billion
Q3 2023 Sep 11, 2024	SELL	$31.24 - $32.1 $393,311 - $404,139	-12,590 Reduced 15.15%	70,490 $2.21 Billion
Q2 2023 Sep 11, 2024	SELL	$30.43 - $31.67 $77,292 - $80,441	-2,540 Reduced 2.97%	83,080 $2.63 Billion
Q1 2023 Sep 11, 2024	SELL	$29.62 - $31.13 $240,751 - $253,024	-8,128 Reduced 8.67%	85,620 $2.63 Billion
Q4 2022 Sep 11, 2024	SELL	$28.33 - $30.68 $16,884 - $18,285	-596 Reduced 0.63%	93,748 $2.79 Billion
Q3 2022 Sep 11, 2024	SELL	$28.37 - $31.17 $2.8 Million - $3.08 Million	-98,739 Reduced 51.14%	94,344 $2.68 Billion
Q2 2022 Sep 11, 2024	BUY	$28.46 - $32.32 $5.5 Million - $6.24 Million	193,083 New	193,083 $5.61 Billion

Others Institutions Holding PJUN

# of Institutions

160

Shares Held

15M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
Sector ETFs
Industry ETFs

More about PJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Account

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