Ae Wealth Management LLC Innovator Etfs Tr Us Equity Ac Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Ae Wealth Management LLC holds 5,054 shares of XBJL stock, worth $178,557. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,054
Previous 8,006 36.87%
Holding current value
$178,557
Previous $273,000 37.36%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$33.37 - $34.93 $98,508 - $103,113
-2,952 Reduced 36.87%
5,054 $171,000
Q4 2024

Feb 13, 2025
BUY
$33.29 - $34.41 $266,519 - $275,486
8,006 New
8,006 $273,000
Q3 2023

Oct 11, 2023
BUY
$28.39 - $29.33 $202,846 - $209,562
7,145 New
7,145 $202,000

Others Institutions Holding XBJL

# of Institutions
48
Shares Held
3.73M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR US EQUITY AC

XBJL Quotes by TradingView
  • Ticker XBJL
More about XBJL
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