Cary Street Partners Investment Advisory LLC Innovator Etfs Tr Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$21.23 - $24.3 $2,123 - $2,430	100 New	100 $2,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.75M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$37 Million
5.58% of portfolio
Lantz Financial LLC

286K
Shares

$7.93 Million
2.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

279K
Shares

$7.75 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

271K
Shares

$7.53 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

233K
Shares

$6.48 Million
0.58% of portfolio

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About INNOVATOR ETFS TR

Ticker IJUL
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