Evermay Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History

Evermay Wealth Management LLC

$654 Million
Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Evermay Wealth Management LLC holds 71,499 shares of PJAN stock, worth $3.08 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

71,499

Previous 72,268 1.06%

Holding current value

$3.08 Million

Previous $2.99 Million 1.14%

% of portfolio

0.46%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$41.16 - $42.25 $31,652 - $32,490	-769 Reduced 1.06%	71,499 $3.02 Million
Q3 2024 Oct 25, 2024	SELL	$39.31 - $41.32 $151,107 - $158,834	-3,844 Reduced 5.05%	72,268 $2.99 Million
Q2 2024 Aug 01, 2024	SELL	$38.2 - $40.26 $1.02 Million - $1.08 Million	-26,704 Reduced 25.97%	76,112 $3.06 Million
Q1 2024 May 13, 2024	BUY	$36.88 - $39.11 $1.66 Million - $1.76 Million	45,113 Added 78.18%	102,816 $4.02 Million
Q4 2023 Feb 09, 2024	BUY	$33.78 - $37.24 $1.78 Million - $1.97 Million	52,803 Added 1077.61%	57,703 $2.15 Million
Q1 2023 May 15, 2023	BUY	$31.4 - $33.34 $153,860 - $163,366	4,900 New	4,900 $162,000

Others Institutions Holding PJAN

# of Institutions

220

Shares Held

17.7M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJAN
Sector ETFs
Industry ETFs

More about PJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Account

Evermay Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History