Steward Partners Investment Advisory, LLC Innovator U.S. Equity Power Bu Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 15,936 shares of PJUL stock, worth $663,734. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,936
Previous 16,036 0.62%
Holding current value
$663,734
Previous $660,000 3.03%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$39.81 - $42.17 $3,981 - $4,217
-100 Reduced 0.62%
15,936 $640,000
Q4 2024

Feb 06, 2025
SELL
$40.12 - $41.68 $80,240 - $83,360
-2,000 Reduced 11.09%
16,036 $660,000
Q3 2024

Nov 14, 2024
BUY
$37.89 - $40.48 $50,886 - $54,364
1,343 Added 8.05%
18,036 $730,000
Q2 2024

Aug 08, 2024
SELL
$37.29 - $38.87 $188,314 - $196,293
-5,050 Reduced 23.23%
16,693 $648,000
Q1 2024

May 15, 2024
SELL
$35.81 - $37.98 $618,796 - $656,294
-17,280 Reduced 44.28%
21,743 $825,000
Q4 2023

Feb 12, 2024
SELL
$32.94 - $36.21 $14,822 - $16,294
-450 Reduced 1.14%
39,023 $1.41 Million
Q3 2023

Nov 13, 2023
BUY
$33.63 - $34.86 $833,351 - $863,830
24,780 Added 168.65%
39,473 $1.33 Million
Q2 2023

Aug 14, 2023
BUY
$31.38 - $34.22 $33,262 - $36,273
1,060 Added 7.78%
14,693 $502,000
Q4 2022

Feb 15, 2023
BUY
$28.61 - $30.97 $172,604 - $186,842
6,033 Added 79.38%
13,633 $411,000
Q3 2022

Nov 10, 2022
BUY
$28.61 - $31.19 $217,436 - $237,044
7,600 New
7,600 $217,000

Others Institutions Holding PJUL

# of Institutions
256
Shares Held
17.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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