Keeler & Nadler Financial Planning & Wealth Management Innovator U.S. Equity Power Bu Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Oct 03, 2024	SELL	$30.66 - $33.38 $226,761 - $246,878	-7,396 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$31.1 - $32.24 $230,015 - $238,447	7,396 New	7,396 $238 Million

Others Institutions Holding PJUN

# of Institutions

170

Shares Held

15.5M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.83M
Shares

$104 Million
0.04% of portfolio
Ae Wealth Management LLC

1.36M
Shares

$50.1 Million
0.54% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$37.3 Million
0.46% of portfolio
Brookstone Capital Management

961K
Shares

$35.3 Million
0.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

552K
Shares

$20.3 Million
0.05% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

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