Family Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$32.62 - $34.69 $506,458 - $538,596	-15,526 Closed	0 $0
Q1 2024 Aug 14, 2024	BUY	$32.46 - $33.59 $503,973 - $521,518	15,526 New	15,526 $521,000

Others Institutions Holding PAPR

# of Institutions

208

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.07M
Shares

$76.7 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

1.18M
Shares

$43.7 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$41.7 Million
0.88% of portfolio
Brookstone Capital Management

928K
Shares

$34.4 Million
0.55% of portfolio
Wealth Enhancement Advisory Services, LLC

870K
Shares

$32.2 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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