Kingsview Wealth Management, LLC Innovator Etfs Tr Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 7,593 shares of IJUL stock, worth $215,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,593
Previous 10,144 25.15%
Holding current value
$215,489
Previous $298,000 29.53%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$27.59 - $29.25 $70,382 - $74,616
-2,551 Reduced 25.15%
7,593 $210,000
Q3 2024

Nov 12, 2024
BUY
$27.47 - $29.55 $15,520 - $16,695
565 Added 5.9%
10,144 $298,000
Q2 2024

Aug 14, 2024
BUY
$27.14 - $28.98 $52,108 - $55,641
1,920 Added 25.07%
9,579 $269,000
Q1 2024

May 09, 2024
SELL
$26.49 - $28.24 $5,139 - $5,478
-194 Reduced 2.47%
7,659 $216,000
Q4 2023

Feb 08, 2024
BUY
$24.82 - $27.18 $194,911 - $213,444
7,853 New
7,853 $212,000
Q2 2021

Aug 17, 2021
SELL
$24.27 - $24.51 $219,085 - $221,251
-9,027 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$22.6 - $23.97 $204,010 - $216,377
9,027 New
9,027 $215,000

Others Institutions Holding IJUL

# of Institutions
83
Shares Held
4.65M
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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