Valmark Advisers, Inc. Innovator U.S. Equity Power Bu Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Valmark Advisers, Inc. holds 20,370 shares of PJUL stock, worth $834,966. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,370
Previous 18,187 12.0%
Holding current value
$834,966
Previous $706,000 16.71%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$37.89 - $40.48 $82,713 - $88,367
2,183 Added 12.0%
20,370 $824,000
Q2 2024

Jul 31, 2024
SELL
$37.29 - $38.87 $192,826 - $200,996
-5,171 Reduced 22.14%
18,187 $706,000
Q2 2023

Aug 02, 2023
SELL
$31.38 - $34.22 $16,662 - $18,170
-531 Reduced 2.22%
23,358 $799,000
Q4 2022

Feb 06, 2023
SELL
$28.61 - $30.97 $28,981 - $31,372
-1,013 Reduced 4.07%
23,889 $721,000
Q3 2022

Nov 02, 2022
SELL
$28.61 - $31.19 $36,534 - $39,829
-1,277 Reduced 4.88%
24,902 $712,000
Q3 2021

Nov 09, 2021
BUY
$29.41 - $30.17 $769,924 - $789,820
26,179 New
26,179 $779,000

Others Institutions Holding PJUL

# of Institutions
249
Shares Held
19.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PJUL Quotes by TradingView
  • Ticker PJUL
  • Sector ETFs
  • Industry ETFs
More about PJUL
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email