Nelson, Van Denburg & Campbell Wealth Management Group, LLC Innovator Etfs Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 17, 2023	BUY	$25.36 - $26.65 $10,144 - $10,660	400 Added 48.78%	1,220 $31,000
Q1 2023 May 10, 2023	BUY	$23.9 - $25.38 $19,598 - $20,811	820 New	820 $20,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.75M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$37 Million
5.58% of portfolio
Lantz Financial LLC

286K
Shares

$7.93 Million
2.39% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

279K
Shares

$7.75 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

271K
Shares

$7.53 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

233K
Shares

$6.48 Million
0.58% of portfolio

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Ticker IJUL
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