Steward Partners Investment Advisory, LLC Innovator 20+ Year Treasury Bo Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$17.71 - $20.44 $8,855 - $10,220	500 New	500 $10,000

Others Institutions Holding TBJL

# of Institutions

14

Shares Held

1.29M

Call Options Held

0

Put Options Held

0

Altfest L J & CO Inc

859K
Shares

$16.9 Million
2.68% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

178K
Shares

$3.5 Million
2.86% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

115K
Shares

$2.26 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

35.2K
Shares

$691,813
0.0% of portfolio
Capital Investment Advisory Services, LLC

28.5K
Shares

$561,460
0.06% of portfolio

About INNOVATOR 20+ YEAR TREASURY BO

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