Steward Partners Investment Advisory, LLC Innovator Etfs Tr Us Equity Ac Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,505 shares of XBJL stock, worth $118,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,505

Previous 16,424 78.66%

Holding current value

$118,504

Previous $549,000 78.32%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$33.29 - $34.41 $430,073 - $444,542	-12,919 Reduced 78.66%	3,505 $119,000
Q3 2024 Nov 14, 2024	BUY	$31.25 - $33.52 $24,500 - $26,279	784 Added 5.01%	16,424 $549,000
Q2 2024 Aug 08, 2024	BUY	$31.47 - $32.25 $24,798 - $25,413	788 Added 5.31%	15,640 $504,000
Q1 2024 May 15, 2024	BUY	$30.33 - $31.71 $50,560 - $52,860	1,667 Added 12.64%	14,852 $470,000
Q4 2023 Feb 12, 2024	BUY	$27.77 - $30.62 $52,290 - $57,657	1,883 Added 16.66%	13,185 $403,000
Q3 2023 Nov 13, 2023	BUY	$28.39 - $29.33 $36,878 - $38,099	1,299 Added 12.99%	11,302 $320,000
Q2 2023 Aug 14, 2023	BUY	$27.34 - $28.89 $273,482 - $288,986	10,003 New	10,003 $288,000

Others Institutions Holding XBJL

# of Institutions

Shares Held

3.93M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR US EQUITY AC

Ticker XBJL

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Steward Partners Investment Advisory, LLC Innovator Etfs Tr Us Equity Ac Transaction History