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

Evermay Wealth Management LLC

$661 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$30.64 - $32.17 $392,192 - $411,776	12,800 New	12,800 $411,000

Others Institutions Holding PMAR

# of Institutions

177

Shares Held

14.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.03M
Shares

$78 Million
0.03% of portfolio
Ae Wealth Management LLC

1.28M
Shares

$49.3 Million
0.59% of portfolio
Brookstone Capital Management

945K
Shares

$36.3 Million
0.7% of portfolio
Penserra Capital Management LLC Orinda, CA

913K
Shares

$35 Million
0.42% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

820K
Shares

$31.4 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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