Plotkin Financial Advisors, LLC INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 Transaction History

Plotkin Financial Advisors, LLC

  • $202 Billion
  • Q3 2025
Number of Shares
7,801
Previous 10,987 29.0%
Holding current value
$228 Million
Previous $315 Million 27.53%
% of portfolio
0.11%
Previous 0.17%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
N/A
-3,186 Reduced 29.0%
7,801 $228 Million
Q2 2025

Aug 08, 2025
SELL
N/A
-3,169 Reduced 22.39%
10,987 $315 Million
Q1 2025

May 15, 2025
SELL
N/A
-150 Reduced 1.05%
14,156 $397 Million
Q4 2024

Mar 05, 2025
SELL
N/A
-50 Reduced 0.35%
14,306 $397 Million
Q3 2024

Nov 14, 2024
BUY
N/A
14,356 New
14,356 $394 Million
Q2 2024

Nov 14, 2024
SELL
N/A
-300 Reduced 1.7%
17,339 $464 Million
Q1 2024

Nov 14, 2024
SELL
N/A
-2,850 Reduced 13.91%
17,639 $464 Million
Q4 2023

Nov 14, 2024
BUY
N/A
3,175 Added 18.34%
20,489 $526 Million
Q3 2023

Nov 14, 2024
BUY
N/A
2,958 Added 20.6%
17,314 $423 Million
Track This Portfolio

Track Plotkin Financial Advisors, LLC Portfolio

Follow Plotkin Financial Advisors, LLC 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 Plotkin Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plotkin Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email