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 13,631 shares of PJUL stock, worth $544,558. This represents 0.11% of its overall portfolio holdings.
Number of Shares
13,631
Previous 118,046
88.45%
Holding current value
$544,558
Previous $4.48 Billion
88.19%
% of portfolio
0.11%
Previous 0.96%
Shares
9 transactions
Others Institutions Holding PJUL
# of Institutions
222Shares Held
16.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.76MShares$150 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA930KShares$37.1 Million0.46% of portfolio
-
Brookstone Capital Management798KShares$31.9 Million0.58% of portfolio
-
Commonwealth Equity Services, LLC571KShares$22.8 Million0.04% of portfolio
-
Janney Montgomery Scott LLC522KShares$20.8 Million0.06% of portfolio