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	N/A	-1,725 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	N/A	1,165 Added 208.04%	1,725 $46,000
Q2 2021 Aug 10, 2021	BUY	N/A	560 New	560 $15,000

Others Institutions Holding UJUL

# of Institutions

Shares Held

1.63M

Call Options Held

Put Options Held

Kestra Advisory Services, LLC

233K
Shares

$7.67 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

221K
Shares

$7.28 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

165K
Shares

$5.43 Million
0.62% of portfolio
Delta Investment Management, LLC

128K
Shares

$4.23 Million
1.01% of portfolio
Wealth Enhancement Advisory Services, LLC

122K
Shares

$4.01 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

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