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

$11 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.75 Million
0.01% of portfolio
Andina Capital Management, LLC Lehi, UT

72.5K
Shares

$2.47 Million
1.84% of portfolio

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elmwood Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Elmwood Wealth Management, Inc. with notifications on news.