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

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 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 7,183 shares of BJAN stock, worth $333,578. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,183
Previous 8,675 17.2%
Holding current value
$333,578
Previous $378 Million 14.24%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024
SELL
$42.21 - $45.13 $62,977 - $67,333
-1,492 Reduced 17.2%
7,183 $324 Million
Q1 2024

Sep 11, 2024
BUY
$40.34 - $43.54 $349,949 - $377,709
8,675 New
8,675 $378 Million
Q2 2022

Sep 11, 2024
SELL
$31.3 - $36.38 $247,520 - $287,693
-7,908 Closed
0 $0
Q1 2022

Sep 11, 2024
BUY
$34.0 - $37.45 $268,872 - $296,154
7,908 New
7,908 $286 Million

Others Institutions Holding BJAN

# of Institutions
115
Shares Held
3.92M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJAN Quotes by TradingView
  • Ticker BJAN
  • Sector ETFs
  • Industry ETFs
More about BJAN
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