Arkadios Wealth Advisors Innovator U.S. Equity Power Bu Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 24, 2024	BUY	$32.94 - $36.21 $14,098 - $15,497	428 Added 7.1%	6,453 $233,000
Q3 2023 Oct 13, 2023	BUY	$33.63 - $34.86 $202,620 - $210,031	6,025 New	6,025 $203,000

Others Institutions Holding PJUL

# of Institutions

235

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.76M
Shares

$154 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

930K
Shares

$38.2 Million
0.46% of portfolio
Brookstone Capital Management

767K
Shares

$31.5 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$29.9 Million
0.04% of portfolio
Janney Montgomery Scott LLC

549K
Shares

$22.6 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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