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

Cwm, LLC

$21.2 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 01, 2024	SELL	$16.51 - $18.96 $117,072 - $134,445	-7,091 Reduced 67.09%	3,478 $65,000
Q3 2023 Oct 11, 2023	BUY	$17.61 - $18.54 $186,120 - $195,949	10,569 New	10,569 $186,000

Others Institutions Holding EPRF

# of Institutions

39

Shares Held

1.93M

Call Options Held

0

Put Options Held

0

Jaffetilchin Investment Partners, LLC Tampa, FL

545K
Shares

$10.7 Million
0.87% of portfolio
Royal Bank Of Canada Toronto, A6

335K
Shares

$6.56 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.98 Million
4.27% of portfolio
Websterrogers Financial Advisors, LLC

86.2K
Shares

$1.69 Million
0.58% of portfolio
Cetera Investment Advisers Schaumburg, IL

83.2K
Shares

$1.63 Million
0.0% of portfolio

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