Keystone Financial Group, Inc. Innovator U.S. Equity Power Bu Transaction History

Keystone Financial Group, Inc.

$157 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$37.61 - $38.92 $515,745 - $533,709	13,713 New	13,713 $528 Million

Others Institutions Holding PAUG

# of Institutions

205

Shares Held

15.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.59M
Shares

$109 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.46M
Shares

$61.5 Million
0.82% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

812K
Shares

$34.3 Million
0.06% of portfolio
Cerity Partners LLC New York, NY

741K
Shares

$31.3 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

579K
Shares

$24.4 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

More about PAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Keystone Financial Group, Inc. with notifications on news.