Cardinal Point Wealth Management Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 43,065 shares of PJUL stock, worth $1.74 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
43,065
Previous 34,865 23.52%
Holding current value
$1.74 Million
Previous $1.05 Million 29.47%
% of portfolio
0.42%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$29.97 - $31.76 $245,754 - $260,432
8,200 Added 23.52%
43,065 $1.36 Million
Q4 2022

Feb 07, 2023
BUY
$28.61 - $30.97 $236,032 - $255,502
8,250 Added 31.0%
34,865 $1.05 Million
Q3 2022

Nov 02, 2022
BUY
$28.61 - $31.19 $761,455 - $830,121
26,615 New
26,615 $769,000

Others Institutions Holding PJUL

# of Institutions
236
Shares Held
17.6M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
  • Sector ETFs
  • Industry ETFs
More about PJUL
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