Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History

Beacon Financial Advisory LLC

$280 Million
Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,405 shares of BJUN stock, worth $445,935. This represents 0.16% of its overall portfolio holdings.

Number of Shares

11,405

Previous 11,405 -0.0%

Holding current value

$445,935

Previous $445,000 -0.0%

% of portfolio

0.16%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$39.1 - $39.1 $25,727 - $25,727	-658 Reduced 5.45%	11,405 $445,000
Q2 2024 Jul 26, 2024	BUY	$37.03 - $39.13 $4,369 - $4,617	118 Added 0.99%	12,063 $471,000
Q1 2024 May 01, 2024	SELL	$35.29 - $37.6 $9,810 - $10,452	-278 Reduced 2.27%	11,945 $449,000
Q2 2023 Jul 17, 2023	BUY	$31.72 - $33.55 $161,772 - $171,105	5,100 Added 71.6%	12,223 $410,000
Q2 2022 Jul 25, 2022	BUY	$29.12 - $34.51 $207,421 - $245,814	7,123 New	7,123 $212,000

Others Institutions Holding BJUN

# of Institutions

Shares Held

2.43M

Call Options Held

Put Options Held

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Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History