Carolina Wealth Advisors, LLC Innovator Etfs Tr S&P Invt Gra Transaction History

Carolina Wealth Advisors, LLC

$189 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 19, 2022	BUY	$18.95 - $21.75 $18 - $21	1 New	1 $0

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

$11 Million
0.88% of portfolio
Royal Bank Of Canada Toronto, A6

352K
Shares

$6.66 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.85 Million
4.27% of portfolio
Websterrogers Financial Advisors, LLC

86.9K
Shares

$1.65 Million
0.61% of portfolio
Ubs Group Ag

70.7K
Shares

$1.34 Million
0.0% of portfolio

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