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

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$30.62 - $31.58 $34,692 - $35,780	-1,133 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$30.4 - $30.98 $3,648 - $3,717	120 Added 11.85%	1,133 $35,000
Q2 2021 Aug 10, 2021	BUY	$29.66 - $30.59 $30,045 - $30,987	1,013 New	1,013 $31,000

Others Institutions Holding PMAR

# of Institutions

177

Shares Held

14.8M

Call Options Held

Put Options Held

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

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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