A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 20,848 shares of PJUN stock, worth $787,845. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,848
Previous 22,848 8.75%
Holding current value
$787,845
Previous $813,000 5.54%
% of portfolio
0.07%
Previous 0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$34.72 - $36.88 $69,440 - $73,760
-2,000 Reduced 8.75%
20,848 $768,000
Q2 2024

Aug 12, 2024

SELL
$34.41 - $35.64 $28,422 - $29,438
-826 Reduced 3.49%
22,848 $813,000
Q1 2024

May 13, 2024

BUY
$33.16 - $34.52 $785,029 - $817,226
23,674 New
23,674 $817,000
Q3 2021

Nov 12, 2021

SELL
$30.82 - $31.64 $211,579 - $217,208
-6,865 Closed
0 $0
Q2 2021

Aug 09, 2021

SELL
$30.61 - $31.06 $319,905 - $324,608
-10,451 Reduced 60.35%
6,865 $208,000
Q1 2021

May 14, 2021

BUY
$29.97 - $30.67 $311,448 - $318,722
10,392 Added 150.09%
17,316 $518,000
Q4 2020

Feb 16, 2021

BUY
$28.75 - $30.08 $199,065 - $208,273
6,924 New
6,924 $208,000

Others Institutions Holding PJUN

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PJUN
  • Sector ETFs
  • Industry ETFs
More about PJUN
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, 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 Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.