Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 44,160 shares of PJUN stock, worth $1.62 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
44,160
Previous 42,657
3.52%
Holding current value
$1.62 Million
Previous $1.47 Billion
6.82%
% of portfolio
0.33%
Previous 0.31%
Shares
9 transactions
Others Institutions Holding PJUN
# of Institutions
170Shares Held
15.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.83MShares$104 Million0.04% of portfolio
-
Ae Wealth Management LLC1.36MShares$50.1 Million0.54% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.02MShares$37.3 Million0.46% of portfolio
-
Brookstone Capital Management961KShares$35.3 Million0.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ552KShares$20.3 Million0.05% of portfolio