Brown Financial Advisors Innovator 20+ Year Treasury Bo Transaction History

Brown Financial Advisors

$243 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 30, 2024	BUY	$19.08 - $20.4 $1,640 - $1,754	86 New	86 $1.73 Million

Others Institutions Holding TBJL

# of Institutions

14

Shares Held

1.29M

Call Options Held

0

Put Options Held

0

Altfest L J & CO Inc

859K
Shares

$17 Million
2.68% of portfolio
Arlington Capital Management, Inc. Arlington Heights, IL

178K
Shares

$3.52 Million
2.86% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

115K
Shares

$2.26 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

35.2K
Shares

$694,275
0.0% of portfolio
Capital Investment Advisory Services, LLC

28.5K
Shares

$563,458
0.06% of portfolio

About INNOVATOR 20+ YEAR TREASURY BO

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