Sage View Advisory Group, LLC Innovator U.S. Equity Power Bu Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 14,930 shares of POCT stock, worth $596,453. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,930

Previous 15,229 1.96%

Holding current value

$596,453

Previous $583 Million 0.27%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$37.79 - $38.95 $11,299 - $11,646	-299 Reduced 1.96%	14,930 $582 Million
Q2 2024 Aug 14, 2024	SELL	$37.05 - $38.29 $163,316 - $168,782	-4,408 Reduced 22.45%	15,229 $583 Million
Q1 2024 May 08, 2024	BUY	$35.88 - $37.5 $100,679 - $105,225	2,806 Added 16.67%	19,637 $746 Million
Q3 2023 Nov 02, 2023	SELL	$33.33 - $34.11 $566,610 - $579,870	-17,000 Reduced 50.25%	16,831 $572 Million
Q2 2023 Aug 11, 2023	SELL	$31.61 - $33.47 $633,496 - $670,772	-20,041 Reduced 37.2%	33,831 $1.13 Billion
Q1 2023 May 01, 2023	SELL	$29.91 - $31.63 $411,950 - $435,639	-13,773 Reduced 20.36%	53,872 $1.7 Billion
Q4 2022 Feb 14, 2023	BUY	$28.48 - $30.65 $1.93 Million - $2.07 Million	67,645 New	67,645 $2.03 Billion

Others Institutions Holding POCT

# of Institutions

185

Shares Held

13M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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Sage View Advisory Group, LLC Innovator U.S. Equity Power Bu Transaction History