Plotkin Financial Advisors, LLC INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 Transaction History

Plotkin Financial Advisors, LLC

  • $181 Billion
  • Q2 2025
Number of Shares
10,987
Previous 14,156 22.39%
Holding current value
$315 Million
Previous $397 Million 20.64%
% of portfolio
0.17%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-3,169 Reduced 22.39%
10,987 $315 Million
Q1 2025

May 15, 2025
SELL
N/A
-150 Reduced 1.05%
14,156 $397 Million
Q4 2024

Mar 05, 2025
SELL
N/A
-50 Reduced 0.35%
14,306 $397 Million
Q3 2024

Nov 14, 2024
BUY
N/A
14,356 New
14,356 $394 Million
Q2 2024

Nov 14, 2024
SELL
N/A
-300 Reduced 1.7%
17,339 $464 Million
Q1 2024

Nov 14, 2024
SELL
N/A
-2,850 Reduced 13.91%
17,639 $464 Million
Q4 2023

Nov 14, 2024
BUY
N/A
3,175 Added 18.34%
20,489 $526 Million
Q3 2023

Nov 14, 2024
BUY
N/A
2,958 Added 20.6%
17,314 $423 Million
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