Institutional & Family Asset Management, LLC Innovator U.S. Equity Ultra 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	$29.61 - $30.3 $74,321 - $76,053	-2,510 Closed	0 $0
Q1 2021 May 06, 2021	SELL	$28.3 - $28.98 $148,292 - $151,855	-5,240 Reduced 67.61%	2,510 $73,000
Q4 2020 Feb 03, 2021	BUY	$27.02 - $28.46 $209,405 - $220,565	7,750 New	7,750 $221,000

Others Institutions Holding UDEC

# of Institutions

Shares Held

1.36M

Call Options Held

Put Options Held

Brookstone Capital Management

108K
Shares

$3.84 Million
0.06% of portfolio
Mgo One Seven LLC Beachwood, OH

98.9K
Shares

$3.5 Million
0.15% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

96.6K
Shares

$3.42 Million
0.29% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

96.1K
Shares

$3.4 Million
0.75% of portfolio
Commonwealth Equity Services, LLC

93.7K
Shares

$3.32 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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