Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 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 28,385 shares of IJUL stock, worth $809,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares

28,385

Previous 28,860 1.65%

Holding current value

$809,540

Previous $782,000 2.3%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$21.82 - $24.3 $238,667 - $265,793	10,938 Added 29.53%	47,977 $1.14 Million
Q3 2022 Nov 01, 2022	BUY	N/A	21,241 Added 134.45%	37,039 $788,000
Q2 2022 Aug 02, 2022	BUY	N/A	4,280 Added 37.16%	15,798 $359,000
Q1 2022 Apr 27, 2022	BUY	N/A	11,518 New	11,518 $274,000
Q4 2020 Jan 22, 2021	SELL	N/A	-22,722 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	N/A	22,722 New	22,722 $522,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

5.34M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Innovator Etfs Tr Transaction History