Institutional & Family Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$31.69 - $32.99 $8,080 - $8,412	-255 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$30.87 - $31.84 $7,871 - $8,119	255 New	255 $8,000

Others Institutions Holding BNOV

# of Institutions

Shares Held

2.54M

Call Options Held

Put Options Held

Brookstone Capital Management

533K
Shares

$21.2 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

331K
Shares

$13.2 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

154K
Shares

$6.15 Million
0.01% of portfolio
Buska Wealth Management, LLC Wausau, WI

142K
Shares

$5.65 Million
1.84% of portfolio
Raymond James & Associates St Petersburg, FL

112K
Shares

$4.46 Million
0.0% of portfolio

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