Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

  • $482 Billion
  • Q2 2024

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 15,881 shares of PJAN stock, worth $651,121. This represents 0.13% of its overall portfolio holdings.

Number of Shares
15,881
Previous 18,536 14.32%
Holding current value
$651,121
Previous $725 Million 11.87%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Sep 11, 2024
SELL
$38.2 - $40.26 $101,421 - $106,890
-2,655 Reduced 14.32%
15,881 $639 Million
Q1 2024

Sep 11, 2024
BUY
$36.88 - $39.11 $336,566 - $356,917
9,126 Added 96.98%
18,536 $725 Million
Q4 2023

Sep 11, 2024
BUY
$33.78 - $37.24 $317,869 - $350,428
9,410 New
9,410 $350 Million
Q3 2023

Sep 11, 2024
SELL
$34.68 - $35.75 $223,651 - $230,551
-6,449 Closed
0 $0
Q1 2023

Sep 11, 2024
BUY
$31.4 - $33.34 $202,498 - $215,009
6,449 New
6,449 $214 Million

Others Institutions Holding PJAN

# of Institutions
226
Shares Held
20.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

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