Straight Path Wealth Management Innovator Etfs Tr Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 2025
A detailed history of Straight Path Wealth Management transactions in Innovator Etfs Tr stock. As of the latest transaction made, Straight Path Wealth Management holds 33,987 shares of IJUL stock, worth $1.12 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
33,987
Previous 33,247
2.23%
Holding current value
$1.12 Million
Previous $1.06 Million
4.71%
% of portfolio
0.3%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding IJUL
# of Institutions
112Shares Held
6.19MCall Options Held
0Put Options Held
0-
Round Table Services, LLC1.33MShares$43.9 Million5.58% of portfolio
-
Access Financial Services, Inc.442KShares$14.6 Million6.98% of portfolio
-
Compass Advisory Group LLC416KShares$13.7 Million4.35% of portfolio
-
Blair William & CO Chicago, IL341KShares$11.2 Million0.03% of portfolio
-
Strategic Blueprint, LLC Atlanta, GA326KShares$10.7 Million0.53% of portfolio