Avantax Planning Partners, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,370 shares of PJUL stock, worth $215,014. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,370
Previous 5,889 8.81%
Holding current value
$215,014
Previous $238,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$40.12 - $41.68 $20,822 - $21,631
-519 Reduced 8.81%
5,370 $221,000
Q3 2024

Nov 13, 2024
SELL
$37.89 - $40.48 $1,515 - $1,619
-40 Reduced 0.67%
5,889 $238,000
Q2 2024

Aug 09, 2024
SELL
$37.29 - $38.87 $1,305 - $1,360
-35 Reduced 0.59%
5,929 $230,000
Q1 2024

May 02, 2024
BUY
$35.81 - $37.98 $213,570 - $226,512
5,964 New
5,964 $226,000

Others Institutions Holding PJUL

# of Institutions
268
Shares Held
18.1M
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 Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email