Annis Gardner Whiting Capital Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Annis Gardner Whiting Capital Advisors, LLC

$355 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$35.51 - $36.81 $282,268 - $292,602	7,949 New	7,949 $293 Million

Others Institutions Holding PMAR

# of Institutions

183

Shares Held

11.5M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

1.8M
Shares

$72.2 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$41.1 Million
0.87% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.5 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

753K
Shares

$30.2 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.3 Million
0.02% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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