Kovitz Investment Group Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 209,789 shares of PJUL stock, worth $8.75 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
209,789
Previous 209,789 -0.0%
Holding current value
$8.75 Million
Previous $8.43 Million -0.0%
% of portfolio
0.05%
Previous 0.05%

Shares

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

May 13, 2025
SELL
$39.81 - $42.17 $269,712 - $285,701
-6,775 Reduced 3.13%
209,789 $8.43 Million
Q4 2024

Feb 14, 2025
SELL
$40.12 - $41.68 $1.59 Million - $1.66 Million
-39,714 Reduced 15.5%
216,564 $8.92 Million
Q3 2024

Nov 14, 2024
SELL
$37.89 - $40.48 $401,330 - $428,764
-10,592 Reduced 3.97%
256,278 $10.4 Million
Q2 2024

Aug 14, 2024
BUY
$37.29 - $38.87 $9.95 Million - $10.4 Million
266,870 New
266,870 $10.4 Million

Others Institutions Holding PJUL

# of Institutions
256
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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