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 $347,606. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,599
Previous 8,853 42.31%
Holding current value
$347,606
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email