Stifel Financial Corp Innovator Etfs Tr Ibd 50 ETF ( Transaction History

Stifel Financial Corp

$85.8 Billion
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	N/A	-14,589 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	N/A	14,589 New	14,589 $691,000
Q1 2021 May 14, 2021	SELL	N/A	-13,009 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	N/A	13,009 New	13,009 $534,000
Q3 2020 Nov 16, 2020	SELL	N/A	-12,601 Closed	0 $0

Q2 2020 Aug 14, 2020	SELL	N/A	-2,844 Reduced 18.41%	12,601 $434,000
Q1 2020 May 14, 2020	BUY	N/A	15,445 New	15,445 $433,000
Q3 2019 Nov 13, 2019	SELL	N/A	-27,912 Closed	0 $0
Q2 2019 Aug 14, 2019	SELL	N/A	-47,538 Reduced 63.01%	27,912 $957,000
Q1 2019 May 14, 2019	BUY	N/A	55,267 Added 273.83%	75,450 $2.53 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-106,738 Reduced 84.1%	20,183 $562,000
Q3 2018 Nov 13, 2018	BUY	N/A	38,779 Added 44.0%	126,921 $4.88 Million
Q2 2018 Aug 14, 2018	BUY	N/A	19,641 Added 28.67%	88,142 $3.1 Million
Q1 2018 May 11, 2018	BUY	N/A	7,603 Added 12.48%	68,501 $2.28 Million
Q4 2017 Feb 14, 2018	BUY	N/A	60,898	60,898 $2.02 Million

Others Institutions Holding FFTY

# of Institutions

47

Shares Held

1.14M

Call Options Held

3.3K

Put Options Held

500

Iron Bridge Private Wealth, LLC

288K
Shares

$8.01 Million
3.46% of portfolio
Lji Wealth Management, LLC Indianapolis, IN

142K
Shares

$3.94 Million
1.01% of portfolio
Del Sette Capital Management, LLC

109K
Shares

$3.02 Million
2.47% of portfolio
Chicago Partners Investment Group LLC

104K
Shares

$2.91 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

80.6K
Shares

$2.24 Million
0.0% of portfolio

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