Whipplewood Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 935 shares of BJUL stock, worth $42,561. This represents 0.02% of its overall portfolio holdings.

Number of Shares

935

Holding current value

$42,561

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$43.33 - $45.42 $40,513 - $42,467	935 New	935 $41.7 Million

Others Institutions Holding BJUL

# of Institutions

112

Shares Held

3.97M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

575K
Shares

$26.2 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.7 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$12 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

258K
Shares

$11.8 Million
3.11% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

197K
Shares

$8.98 Million
0.02% of portfolio

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

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Whipplewood Advisors, LLC Innovator U.S. Equity Buffer E Transaction History