Mattson Financial Services, LLC TJUL Holdings History
Mattson Financial Services, LLC's Innovator Equity Defined Protection ETF - 2 Yr to July 2027 Holding Summary
As of 2025-03-31, Mattson Financial Services, LLC held 107,481.00 shares of Innovator Equity Defined Protection ETF - 2 Yr to July 2027(TJUL), totaling $3.02 Mil. This investment constitutes 0.91% of their stock portfolio, and Mattson Financial Services, LLC now holds 1.95% of the outstanding Innovator Equity Defined Protection ETF - 2 Yr to July 2027(TJUL) stock.
The initial trade took place in 2024Q4. And since then Mattson Financial Services, LLC has made 1 purchases of TJUL, at an average price of $27.63, for a total of 208,472.00 shares. In addition, there have been 1 sales at an average price of $28.00 for 100,991.00 shares. Based on historical transaction data and TJUL's current price of $28.62, Mattson Financial Services, LLC's estimated gain on his TJUL holdings is $143,772.86, reflecting a 2.50% gain to date.
Mattson Financial Services, LLC TJUL ($28.62) Holding Chart
Mattson Financial Services, LLC TJUL ($28.62) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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