Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,135 shares of BJUL stock, worth $277,792. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,135
Previous 4,904 25.1%
Holding current value
$277,792
Previous $204,000 30.88%
% of portfolio
0.1%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$40.26 - $43.68 $49,560 - $53,770
1,231 Added 25.1%
6,135 $267,000
Q2 2024

Jul 26, 2024
BUY
$38.96 - $41.78 $191,059 - $204,889
4,904 New
4,904 $204,000
Q3 2023

Oct 25, 2023
BUY
$34.36 - $36.14 $282,576 - $297,215
8,224 New
8,224 $283,000
Q2 2022

Jul 25, 2022
SELL
$29.21 - $33.16 $177,392 - $201,380
-6,073 Closed
0 $0
Q4 2021

Jan 21, 2022
BUY
$31.38 - $33.38 $190,570 - $202,716
6,073 New
6,073 $203,000

Others Institutions Holding BJUL

# of Institutions
117
Shares Held
4.54M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJUL Quotes by TradingView
  • Ticker BJUL
  • Sector ETFs
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More about BJUL
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