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	$26.91 - $27.68 $46,419 - $47,748	-1,725 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$26.73 - $27.32 $31,140 - $31,827	1,165 Added 208.04%	1,725 $46,000
Q2 2021 Aug 10, 2021	BUY	$26.77 - $26.95 $14,991 - $15,092	560 New	560 $15,000

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

Brookstone Capital Management

574K
Shares

$20 Million
0.32% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

283K
Shares

$9.82 Million
0.02% of portfolio
Kfg Wealth Management, LLC Granger, IN

279K
Shares

$9.69 Million
2.75% of portfolio
Kestra Advisory Services, LLC

252K
Shares

$8.76 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

218K
Shares

$7.58 Million
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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