D.B. Root & Company, LLC Innovator U.S. Equity Buffer E Transaction History

D.B. Root & Company, LLC

$289 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$31.72 - $33.55 $825,576 - $873,205	26,027 New	26,027 $873,000

Others Institutions Holding BJUN

# of Institutions

85

Shares Held

2.94M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

387K
Shares

$15.1 Million
0.28% of portfolio
Lantz Financial LLC

265K
Shares

$10.4 Million
3.34% of portfolio
Penserra Capital Management LLC Orinda, CA

254K
Shares

$9.93 Million
0.13% of portfolio
Cerity Partners LLC New York, NY

160K
Shares

$6.24 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

160K
Shares

$6.24 Million
1.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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