Steward Partners Investment Advisory, LLC Innovator U.S. Equity Buffer E Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,979 shares of BJUL stock, worth $259,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,979

Previous 6,807 12.16%

Holding current value

$259,907

Previous $297,000 10.44%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$43.33 - $45.42 $35,877 - $37,607	-828 Reduced 12.16%	5,979 $266,000
Q3 2024 Nov 14, 2024	BUY	$40.26 - $43.68 $30,517 - $33,109	758 Added 12.53%	6,807 $297,000
Q2 2024 Aug 08, 2024	BUY	$38.96 - $41.78 $41,920 - $44,955	1,076 Added 21.64%	6,049 $252,000
Q1 2024 May 15, 2024	SELL	$37.06 - $40.33 $106,362 - $115,747	-2,870 Reduced 36.59%	4,973 $200,000
Q4 2023 Feb 12, 2024	SELL	$33.44 - $37.63 $47,351 - $53,284	-1,416 Reduced 15.29%	7,843 $295,000
Q3 2023 Nov 13, 2023	BUY	$34.36 - $36.14 $175,854 - $184,964	5,118 Added 123.59%	9,259 $319,000
Q2 2023 Aug 14, 2023	SELL	$32.3 - $35.28 $42,829 - $46,781	-1,326 Reduced 24.25%	4,141 $146,000
Q3 2022 Nov 10, 2022	BUY	$29.15 - $32.84 $159,363 - $179,536	5,467 New	5,467 $159,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

3.48M

Call Options Held

Put Options Held

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Steward Partners Investment Advisory, LLC Innovator U.S. Equity Buffer E Transaction History