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 11,405 shares of BJUN stock, worth $445,935. This represents 0.16% of its overall portfolio holdings.

Number of Shares
11,405
Previous 12,063 5.45%
Holding current value
$445,935
Previous $471,000 5.52%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Oct 30, 2024
SELL
$39.1 - $39.1 $25,727 - $25,727
-658 Reduced 5.45%
11,405 $445,000
Q2 2024

Jul 26, 2024
BUY
$37.03 - $39.13 $4,369 - $4,617
118 Added 0.99%
12,063 $471,000
Q1 2024

May 01, 2024
SELL
$35.29 - $37.6 $9,810 - $10,452
-278 Reduced 2.27%
11,945 $449,000
Q2 2023

Jul 17, 2023
BUY
$31.72 - $33.55 $161,772 - $171,105
5,100 Added 71.6%
12,223 $410,000
Q2 2022

Jul 25, 2022
BUY
$29.12 - $34.51 $207,421 - $245,814
7,123 New
7,123 $212,000

Others Institutions Holding BJUN

# of Institutions
83
Shares Held
2.81M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

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