Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History

Berkshire Money Management, Inc.

$793 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	BUY	$33.5 - $35.6 $245,722 - $261,126	7,335 New	7,335 $261,000
Q3 2023 Oct 17, 2023	BUY	$30.98 - $32.38 $190,867 - $199,493	6,161 Added 1.43%	435,799 $13.5 Million
Q2 2023 Aug 07, 2023	BUY	$29.63 - $31.78 $13,155 - $14,110	444 Added 0.1%	429,638 $13.7 Million
Q1 2023 May 12, 2023	BUY	$28.88 - $30.67 $754,634 - $801,407	26,130 Added 6.48%	429,194 $13 Million
Q4 2022 Feb 13, 2023	BUY	$27.41 - $30.21 $1.5 Million - $1.65 Million	54,748 Added 15.72%	403,064 $11.7 Million
Q3 2022 Oct 21, 2022	BUY	$27.42 - $31.25 $7.93 Million - $9.04 Million	289,266 Added 489.87%	348,316 $9.55 Million
Q2 2022 Jul 14, 2022	BUY	$27.64 - $32.98 $1.63 Million - $1.95 Million	59,050 New	59,050 $1.68 Million

Others Institutions Holding BMAY

# of Institutions

88

Shares Held

2.45M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

337K
Shares

$13.6 Million
0.29% of portfolio
Valtinson Bruner Financial Planning LLC

225K
Shares

$9.05 Million
3.83% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.69 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

132K
Shares

$5.3 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

116K
Shares

$4.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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