Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Power Bu Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 35,770 shares of PJUL stock, worth $1.47 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

35,770

Previous 32,210 11.05%

Holding current value

$1.47 Million

Previous $1.25 Million 15.67%

% of portfolio

0.2%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$37.89 - $40.48 $134,888 - $144,108	3,560 Added 11.05%	35,770 $1.45 Million
Q2 2024 Jul 26, 2024	SELL	$37.29 - $38.87 $1,006 - $1,049	-27 Reduced 0.08%	32,210 $1.25 Million
Q1 2024 Apr 30, 2024	SELL	$35.81 - $37.98 $30,868 - $32,738	-862 Reduced 2.6%	32,237 $1.22 Million
Q4 2023 Jan 19, 2024	BUY	$32.94 - $36.21 $123,920 - $136,222	3,762 Added 12.82%	33,099 $1.2 Million
Q3 2023 Oct 19, 2023	BUY	$33.63 - $34.86 $582,505 - $603,810	17,321 Added 144.15%	29,337 $988,000
Q2 2023 Jul 17, 2023	BUY	$31.38 - $34.22 $377,062 - $411,187	12,016 New	12,016 $411,000
Q3 2021 Nov 24, 2021	BUY	$29.41 - $30.17 $108,581 - $111,387	3,692 New	3,692 $110,000

Others Institutions Holding PJUL

# of Institutions

235

Shares Held

17.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Patriot Financial Group Insurance Agency, LLC Innovator U.S. Equity Power Bu Transaction History