M Holdings Securities, Inc. Innovator Etfs Tr Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

A detailed history of M Holdings Securities, Inc. transactions in Innovator Etfs Tr stock. As of the latest transaction made, M Holdings Securities, Inc. holds 20,663 shares of IJUL stock, worth $587,862. This represents 0.15% of its overall portfolio holdings.

Number of Shares

20,663

Holding current value

$587,862

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$27.47 - $29.55 $567,612 - $610,591	20,663 New	20,663 $608,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.65M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$37.9 Million
5.58% of portfolio
Lantz Financial LLC

284K
Shares

$8.07 Million
2.21% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

279K
Shares

$7.94 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

271K
Shares

$7.71 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

233K
Shares

$6.64 Million
0.58% of portfolio

View Full List

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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M Holdings Securities, Inc. Innovator Etfs Tr Transaction History