Institutional & Family Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Institutional & Family Asset Management, LLC

$825 Million
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$31.1 - $32.24 $44,535 - $46,167	-1,432 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$30.82 - $31.64 $7,211 - $7,403	234 Added 19.53%	1,432 $44,000
Q2 2021 Aug 10, 2021	BUY	$30.61 - $31.06 $36,670 - $37,209	1,198 New	1,198 $37,000

Others Institutions Holding PJUN

# of Institutions

152

Shares Held

10.4M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.49M
Shares

$88.8 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

977K
Shares

$34.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

524K
Shares

$18.7 Million
0.03% of portfolio
Vantage Financial Partners Ltd., Inc.

361K
Shares

$12.9 Million
3.33% of portfolio
Lineweaver Wealth Advisors, LLC

337K
Shares

$12 Million
2.77% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

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