Institutional & Family Asset Management, LLC Innovator Etfs Tr S&P 500 Pwr 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	$29.5 - $30.61 $8,171 - $8,478	-277 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$28.46 - $29.49 $7,883 - $8,168	277 New	277 $8,000

Others Institutions Holding PMAY

# of Institutions

175

Shares Held

12.2M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.88M
Shares

$102 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.14M
Shares

$40.6 Million
0.87% of portfolio
Allworth Financial LP

650K
Shares

$23.2 Million
0.14% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

543K
Shares

$19.3 Million
0.05% of portfolio
Commonwealth Equity Services, LLC

380K
Shares

$13.5 Million
0.02% of portfolio

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About INNOVATOR ETFS TR S&P 500 PWR

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