Atlantic Private Wealth, LLC Innovator Etfs Tr Transaction History

Atlantic Private Wealth, LLC

$131 Million
Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 6,469 shares of IJUL stock, worth $180,355. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,469

Holding current value

$180,355

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$27.47 - $29.55 $177,703 - $191,158	6,469 New	6,469 $190,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.75M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$37.2 Million
5.58% of portfolio
Lantz Financial LLC

286K
Shares

$7.96 Million
2.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

279K
Shares

$7.78 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

271K
Shares

$7.56 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

233K
Shares

$6.5 Million
0.58% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

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Atlantic Private Wealth, LLC Innovator Etfs Tr Transaction History