Who owns INNOV PREM INC 20 BARR-JULY?
- Ticker: JULH
- CUSIP Number: 45783y582
Tip: Access positions for across all investors
Analyze quarterly positions in Innov Prem Inc 20 Barr-july with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold INNOV PREM INC 20 BARR-JULY this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Brookstone Capital Management | 70k | $1.7M | 10% | Sep 2024 |
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RPg Family Wealth Advisory | 62k | $1.6M | 2% | Sep 2024 |
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Bullseye Investment Management | 60k | $1.5M | -27% | Jun 2024 |
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Maia Wealth | 48k | $1.2M | 3% | Sep 2024 |
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Old Mission Capital | 42k | $1.0M | 100% | Jun 2024 |
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Stephens | 40k | $1.0M | -4% | Sep 2024 |
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Frank. Day | 33k | $828k | 100% | Sep 2024 |
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Pensionmark Financial Group | 33k | $811k | 0% | Jun 2024 |
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Commonwealth Equity Services | 23k | $584k | 75% | Sep 2024 |
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Atria Wealth Solutions | 21k | $519k | -55% | Sep 2024 |
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Schulz Wealth | 19k | $474k | 0% | Sep 2024 |
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Accurate Wealth Management | 11k | $286k | -3% | Sep 2024 |
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Outlook Wealth Advisors | 9.1k | $228k | 0% | Sep 2024 |
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Authentikos Wealth Advisory | 2.1k | $52k | 100% | Sep 2024 |
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Harbor Investment Advisory | 2.0k | $50k | 0% | Sep 2024 |
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CoreCap Advisors | 290.00 | $7.2k | 2% | Sep 2024 |
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Harbour Investments | 280.00 | $7.0k | 0% | Sep 2024 |
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Principal Securities | 200.00 | $5.0k | 0% | Sep 2024 |
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Sunbelt Securities | 200.00 | $5.0k | 100% | Jun 2024 |
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Blue Bell Private Wealth Management | 40.00 | $998.000000 | 0% | Sep 2024 |
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Who sold out of Innov Prem Inc 20 Barr-july?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
First Commonwealth Financial Corporation | Mar 2024 | 40k | $1.0M |
Susquehanna International | Jun 2024 | 20k | $497k |
Secured Retirement Advisors | Jun 2024 | 15k | $369k |