Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,965 shares of BAUG stock, worth $0. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,965
Previous 5,082 2.3%
Holding current value
$0
Previous $217 Million 0.46%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-117 Reduced 2.3%
4,965 $216 Million
Q3 2024

Oct 28, 2024
BUY
N/A
117 Added 2.36%
5,082 $217 Million
Q2 2024

Sep 11, 2024
SELL
N/A
-564 Reduced 10.2%
4,965 $201 Million
Q1 2024

Sep 11, 2024
SELL
N/A
-1,330 Reduced 19.39%
5,529 $215 Million
Q4 2023

Sep 11, 2024
SELL
N/A
-2,617 Reduced 27.62%
6,859 $247 Million
Q3 2023

Sep 11, 2024
BUY
N/A
9,476 New
9,476 $313 Million

Others Institutions Holding BAUG

# of Institutions
103
Shares Held
3.05M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BAUG Quotes by TradingView
  • Ticker BAUG
More about BAUG
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