Long Island Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History

Long Island Wealth Management, Inc.

$164 Billion
Q1 2025

A detailed history of Long Island Wealth Management, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Long Island Wealth Management, Inc. holds 37,032 shares of PJUL stock, worth $1.56 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

37,032

Previous 80,853 54.2%

Holding current value

$1.56 Million

Previous $3.33 Billion 55.29%

% of portfolio

0.91%

Previous 2.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$39.81 - $42.17 $1.74 Million - $1.85 Million	-43,821 Reduced 54.2%	37,032 $1.49 Billion
Q4 2024 Feb 14, 2025	SELL	$40.12 - $41.68 $96,448 - $100,198	-2,404 Reduced 2.89%	80,853 $3.33 Billion
Q3 2024 Nov 12, 2024	BUY	$37.89 - $40.48 $1.63 Million - $1.75 Million	43,110 Added 107.38%	83,257 $3.37 Billion
Q2 2024 Aug 15, 2024	SELL	$37.29 - $38.87 $321,365 - $334,981	-8,618 Reduced 17.67%	40,147 $1.56 Billion
Q1 2024 May 13, 2024	SELL	$35.81 - $37.98 $318,888 - $338,211	-8,905 Reduced 15.44%	48,765 $1.85 Billion
Q4 2023 Feb 14, 2024	BUY	$32.94 - $36.21 $1.9 Million - $2.09 Million	57,670 New	57,670 $2.09 Billion

Others Institutions Holding PJUL

# of Institutions

257

Shares Held

17.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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Long Island Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History