Elmwood Wealth Management, Inc. Innovator ETF Tr Us Equity Acc Transaction History

Elmwood Wealth Management, Inc.

$222 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$26.82 - $27.71 $26,820 - $27,710	-1,000 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$25.54 - $26.48 $25,540 - $26,480	1,000 New	1,000 $26,000

Others Institutions Holding XBAP

# of Institutions

46

Shares Held

1.93M

Call Options Held

0

Put Options Held

0

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.4 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.2 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

323K
Shares

$10.9 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.74 Million
0.01% of portfolio
Andina Capital Management, LLC Lehi, UT

72.5K
Shares

$2.45 Million
1.84% of portfolio

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

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