Summit Wealth Partners, LLC Innovator Etfs Tr Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 12,599 shares of IJUL stock, worth $351,260. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,599
Previous 8,853 42.31%
Holding current value
$351,260
Previous $249 Million 48.82%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$27.47 - $29.55 $102,902 - $110,694
3,746 Added 42.31%
12,599 $370 Million
Q2 2024

Sep 11, 2024
BUY
$27.14 - $28.98 $23,611 - $25,212
870 Added 10.9%
8,853 $249 Million
Q1 2024

Sep 11, 2024
SELL
$26.49 - $28.24 $29,244 - $31,176
-1,104 Reduced 12.15%
7,983 $225 Million
Q3 2023

Sep 11, 2024
BUY
$25.36 - $26.65 $230,446 - $242,168
9,087 New
9,087 $231 Million
Q3 2020

Sep 10, 2024
BUY
$22.5 - $23.3 $273,082 - $282,792
12,137 New
12,137 $279 Million

Others Institutions Holding IJUL

# of Institutions
87
Shares Held
4.75M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

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