Asset Dedication, LLC Innovator Etfs Tr S&P Invt Gra Transaction History

Asset Dedication, LLC

$1.46 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$18.3 - $19.3 $15,042 - $15,864	822 New	822 $15,000
Q4 2022 Jan 19, 2023	BUY	$17.6 - $19.28 $6,494 - $7,114	369 New	369 $7,000

Others Institutions Holding EPRF

# of Institutions

37

Shares Held

1.9M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

581K
Shares

$10.6 Million
0.88% of portfolio
Royal Bank Of Canada Toronto, A6

352K
Shares

$6.43 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.72 Million
4.27% of portfolio
Websterrogers Financial Advisors, LLC

86.9K
Shares

$1.59 Million
0.61% of portfolio
Ubs Group Ag

70.7K
Shares

$1.29 Million
0.0% of portfolio

About INNOVATOR ETFS TR S&P INVT GRA

Ticker EPRF
Sector ETFs
Industry ETFs

More about EPRF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.