A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Innovator Etfs Tr Us Equity Ac stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 84,552 shares of XBJL stock, worth $2.88 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
84,552
Previous 88,209 4.15%
Holding current value
$2.88 Million
Previous $2.84 Million 0.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024

SELL
$31.25 - $33.52 $114,281 - $122,582
-3,657 Reduced 4.15%
84,552 $2.83 Million
Q2 2024

Jul 16, 2024

BUY
$31.47 - $32.25 $310,766 - $318,468
9,875 Added 12.61%
88,209 $2.84 Million
Q1 2024

Apr 15, 2024

SELL
$30.33 - $31.71 $351,251 - $367,233
-11,581 Reduced 12.88%
78,334 $2.48 Million
Q4 2023

Jan 30, 2024

SELL
$27.77 - $30.62 $220,493 - $243,122
-7,940 Reduced 8.11%
89,915 $2.75 Million
Q3 2023

Nov 13, 2023

BUY
$28.39 - $29.33 $2.78 Million - $2.87 Million
97,855 New
97,855 $2.78 Million

Others Institutions Holding XBJL

About INNOVATOR ETFS TR US EQUITY AC


  • Ticker XBJL
More about XBJL
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.