Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 28,630 shares of IJUL stock, worth $791,046. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,630

Previous 28,385 0.86%

Holding current value

$791,046

Previous $798,000 5.51%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$27.47 - $29.55 $6,730 - $7,239	245 Added 0.86%	28,630 $842,000
Q1 2024 May 08, 2024	SELL	$26.49 - $28.24 $12,582 - $13,414	-475 Reduced 1.65%	28,385 $800,000
Q4 2023 Feb 07, 2024	SELL	$24.82 - $27.18 $776,394 - $850,217	-31,281 Reduced 52.01%	28,860 $782,000
Q3 2023 Nov 07, 2023	BUY	$25.36 - $26.65 $56,654 - $59,536	2,234 Added 3.86%	60,141 $1.53 Million
Q2 2023 Aug 11, 2023	BUY	$25.15 - $26.54 $331,401 - $349,717	13,177 Added 29.46%	57,907 $1.52 Million
Q1 2023 Apr 28, 2023	SELL	$23.9 - $25.38 $77,603 - $82,408	-3,247 Reduced 6.77%	44,730 $1.14 Million
Q4 2022 Feb 13, 2023	BUY	$21.23 - $24.3 $232,213 - $265,793	10,938 Added 29.53%	47,977 $1.14 Million
Q3 2022 Nov 01, 2022	BUY	$21.17 - $23.77 $449,671 - $504,898	21,241 Added 134.45%	37,039 $788,000
Q2 2022 Aug 02, 2022	BUY	$22.47 - $23.99 $96,171 - $102,677	4,280 Added 37.16%	15,798 $359,000
Q1 2022 Apr 27, 2022	BUY	$22.82 - $24.65 $262,840 - $283,918	11,518 New	11,518 $274,000
Q4 2020 Jan 22, 2021	SELL	$22.6 - $23.97 $513,517 - $544,646	-22,722 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$22.5 - $23.3 $511,245 - $529,422	22,722 New	22,722 $522,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.75M

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History