Compass Advisory Group LLC Innovator Etfs Tr Transaction History

Compass Advisory Group LLC

  • $210 Million
  • Q1 2025

A detailed history of Compass Advisory Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Compass Advisory Group LLC holds 12,329 shares of IJUL stock, worth $393,541. This represents 0.17% of its overall portfolio holdings.

Number of Shares
12,329
Previous 12,859 4.12%
Holding current value
$393,541
Previous $355,000 1.13%
% of portfolio
0.17%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$27.58 - $29.96 $14,617 - $15,878
-530 Reduced 4.12%
12,329 $359,000
Q3 2024

Oct 23, 2024
BUY
$27.47 - $29.55 $353,236 - $379,983
12,859 New
12,859 $378,000
Q3 2023

Oct 24, 2023
BUY
$25.36 - $26.65 $4.2 Million - $4.42 Million
165,673 New
165,673 $4.22 Million

Others Institutions Holding IJUL

# of Institutions
97
Shares Held
4.43M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

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