Ever Source Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$33.61 - $35.94 $10,083 - $10,782	300 New	300 $10,000

Others Institutions Holding PAPR

# of Institutions

223

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.32M
Shares

$89.3 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.58M
Shares

$60.8 Million
0.79% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

829K
Shares

$31.9 Million
0.06% of portfolio
Miracle Mile Advisors, LLC

529K
Shares

$20.4 Million
0.33% of portfolio
Raymond James Financial Inc St. Petersburg, FL

403K
Shares

$15.5 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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