Tradition Wealth Management, LLC Innovator U.S. Equity Buffer E Transaction History
Tradition Wealth Management, LLC
- $1.06 Billion
- Q3 2024
A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 6,447 shares of BJUL stock, worth $291,920. This represents 0.03% of its overall portfolio holdings.
Number of Shares
6,447
Previous 5,690
13.3%
Holding current value
$291,920
Previous $237,000
18.57%
% of portfolio
0.03%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$17 Million0.27% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.6 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.9 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.4 Million3.03% of portfolio