Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 55,045 shares of PJUL stock, worth $2.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

55,045

Previous 65,225 15.61%

Holding current value

$2.3 Million

Previous $2.64 Million 14.17%

% of portfolio

0.03%

Previous 0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$40.12 - $41.68 $408,421 - $424,302	-10,180 Reduced 15.61%	55,045 $2.27 Million
Q3 2024 Nov 08, 2024	BUY	$37.89 - $40.48 $1.07 Million - $1.14 Million	28,282 Added 76.56%	65,225 $2.64 Million
Q2 2024 Jul 22, 2024	SELL	$37.29 - $38.87 $356,566 - $371,674	-9,562 Reduced 20.56%	36,943 $1.44 Million
Q1 2024 May 13, 2024	SELL	$35.81 - $37.98 $591,581 - $627,429	-16,520 Reduced 26.21%	46,505 $1.77 Million
Q4 2023 Feb 02, 2024	SELL	$32.94 - $36.21 $389,120 - $427,748	-11,813 Reduced 15.78%	63,025 $2.28 Million
Q3 2023 Nov 08, 2023	BUY	$33.63 - $34.86 $583,278 - $604,611	17,344 Added 30.17%	74,838 $2.52 Million
Q2 2023 Aug 03, 2023	BUY	$31.38 - $34.22 $761,623 - $830,553	24,271 Added 73.05%	57,494 $1.97 Million
Q1 2023 Aug 22, 2023	SELL	$29.97 - $31.76 $756,173 - $801,336	-25,231 Reduced 43.88%	32,263 $1.02 Million
Q1 2023 Jun 14, 2023	BUY	$29.97 - $31.76 $28,771 - $30,489	960 Added 2.98%	33,223 $1.05 Million
Q1 2023 May 10, 2023	SELL	$29.97 - $31.76 $28,771 - $30,489	-960 Reduced 2.89%	32,263 $1.02 Million
Q4 2022 Aug 30, 2023	SELL	$28.61 - $30.97 $694,393 - $751,672	-24,271 Reduced 42.21%	33,223 $1 Million
Q4 2022 Feb 13, 2023	BUY	$28.61 - $30.97 $743,173 - $804,476	25,976 Added 358.44%	33,223 $1 Million
Q3 2022 Nov 14, 2022	BUY	$28.61 - $31.19 $5,578 - $6,082	195 Added 2.77%	7,247 $207,000
Q2 2022 Aug 15, 2022	SELL	$28.77 - $30.8 $444,438 - $475,798	-15,448 Reduced 68.66%	7,052 $207,000
Q1 2022 May 16, 2022	BUY	$29.54 - $30.91 $664,650 - $695,475	22,500 New	22,500 $690,000

Others Institutions Holding PJUL

# of Institutions

249

Shares Held

18.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History