Brown Wealth Management, LLC Innovator Etfs Tr U S Equity A Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$27.04 - $28.5 $226,324 - $238,545	8,370 New	8,370 $239 Million

Others Institutions Holding XDOC

# of Institutions

10

Shares Held

135K

Call Options Held

0

Put Options Held

0

Unique Wealth, LLC Tampa, FL

88.7K
Shares

$2.61 Million
0.56% of portfolio
Wood Tarver Financial Group, LLC Boise, ID

17.8K
Shares

$523,786
0.18% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

14.2K
Shares

$416,549
0.0% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

7.69K
Shares

$225,785
0.0% of portfolio
Blue Bell Private Wealth Management, LLC

2.95K
Shares

$86,641
0.02% of portfolio

About INNOVATOR ETFS TR U S EQUITY A

Ticker XDOC
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