Tradition Wealth Management, LLC Innovator Etfs Tr Transaction History

Tradition Wealth Management, LLC

$1.06 Billion
Q4 2024

A detailed history of Tradition Wealth Management, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 9,394 shares of IJUL stock, worth $275,432. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,394

Previous 11,394 17.55%

Holding current value

$275,432

Previous $335,000 22.39%

% of portfolio

0.02%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$27.59 - $29.25 $55,180 - $58,500	-2,000 Reduced 17.55%	9,394 $260,000
Q3 2024 Nov 14, 2024	SELL	$27.47 - $29.55 $81,503 - $87,674	-2,967 Reduced 20.66%	11,394 $335,000
Q2 2024 Aug 12, 2024	SELL	$27.14 - $28.98 $28,768 - $30,718	-1,060 Reduced 6.87%	14,361 $403,000
Q1 2024 May 13, 2024	SELL	$26.49 - $28.24 $1,907 - $2,033	-72 Reduced 0.46%	15,421 $435,000
Q4 2023 Feb 12, 2024	SELL	$24.82 - $27.18 $35,765 - $39,166	-1,441 Reduced 8.51%	15,493 $420,000
Q3 2023 Nov 13, 2023	BUY	$25.36 - $26.65 $16,103 - $16,922	635 Added 3.9%	16,934 $431,000
Q4 2022 Feb 03, 2023	BUY	$21.23 - $24.3 $139,417 - $159,578	6,567 Added 67.48%	16,299 $389,000
Q3 2022 Nov 14, 2022	BUY	$21.17 - $23.77 $45,684 - $51,295	2,158 Added 28.49%	9,732 $207,000
Q1 2022 May 11, 2022	SELL	$22.82 - $24.65 $29,392 - $31,749	-1,288 Reduced 14.53%	7,574 $181,000
Q4 2021 Feb 14, 2022	BUY	$24.04 - $24.79 $8,534 - $8,800	355 Added 4.17%	8,862 $217,000
Q3 2021 Nov 12, 2021	SELL	$24.08 - $24.73 $2.63 Million - $2.7 Million	-109,028 Reduced 92.76%	8,507 $206,000
Q2 2021 Aug 09, 2021	BUY	$24.27 - $24.51 $2.8 Million - $2.83 Million	115,311 Added 5184.85%	117,535 $3.01 Million
Q1 2021 May 14, 2021	SELL	$23.78 - $24.36 $808 - $828	-34 Reduced 1.51%	2,224 $54,000
Q4 2020 Feb 16, 2021	BUY	$22.6 - $23.97 $51,030 - $54,124	2,258 New	2,258 $54,000

Others Institutions Holding IJUL

# of Institutions

Shares Held

4.79M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

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Tradition Wealth Management, LLC Innovator Etfs Tr Transaction History