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	N/A	-613 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	N/A	203 Added 49.51%	613 $18,000
Q2 2021 Aug 10, 2021	BUY	N/A	410 New	410 $12,000

Others Institutions Holding PSEP

# of Institutions

199

Shares Held

18.7M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.52M
Shares

$0
0.0% of portfolio
Ae Wealth Management LLC

1.42M
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.16M
Shares

$0
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.03M
Shares

$0
0.86% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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