Family Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History

Family Wealth Group, LLC

$92.4 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$35.78 - $37.99 $736,030 - $781,492	-20,571 Closed	0 $0
Q1 2024 Aug 14, 2024	BUY	$35.51 - $36.81 $730,476 - $757,218	20,571 New	20,571 $757,000

Others Institutions Holding PMAR

# of Institutions

181

Shares Held

11.6M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.81M
Shares

$72.1 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

967K
Shares

$38.5 Million
0.46% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.3 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

721K
Shares

$28.7 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.2 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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