Evermay Wealth Management LLC Innovator U.S. Equity Power Bu Call Options Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PJAN

# of Institutions

261

Shares Held

22.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.9M
Shares

$173 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

1.4M
Shares

$62.4 Million
0.08% of portfolio
Penserra Capital Management LLC Orinda, CA

1.33M
Shares

$59.4 Million
0.82% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.09M
Shares

$48.5 Million
0.11% of portfolio
Mml Investors Services, LLC Springfield, MA

936K
Shares

$41.6 Million
0.13% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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