Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 7,300 shares of PAUG stock, worth $271,779. This represents 0.12% of its overall portfolio holdings.

Number of Shares

7,300

Previous 10,300 29.13%

Holding current value

$271,779

Previous $396,000 30.56%

% of portfolio

0.12%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$37.4 - $39.42 $112,200 - $118,260	-3,000 Reduced 29.13%	7,300 $275,000
Q3 2024 Oct 11, 2024	BUY	$35.57 - $37.86 $106,710 - $113,580	3,000 Added 41.1%	10,300 $389,000
Q2 2024 Aug 13, 2024	SELL	$34.4 - $36.54 $200,724 - $213,210	-5,835 Reduced 44.42%	7,300 $266,000
Q1 2024 May 10, 2024	BUY	$32.98 - $35.38 $27,538 - $29,542	835 Added 6.79%	13,135 $464,000
Q3 2023 Nov 15, 2023	BUY	$30.83 - $32.2 $379,209 - $396,060	12,300 New	12,300 $381,000

Others Institutions Holding PAUG

# of Institutions

209

Shares Held

16.4M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
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Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History