Institutional & Family Asset Management, LLC Innovator ETF Tr Us Equity Acc 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	$26.48 - $27.5 $18,006 - $18,700	-680 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$25.54 - $26.48 $17,367 - $18,006	680 New	680 $18,000

Others Institutions Holding XBAP

# of Institutions

Shares Held

1.93M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.4 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.2 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

323K
Shares

$11 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.75 Million
0.01% of portfolio
Andina Capital Management, LLC Lehi, UT

72.5K
Shares

$2.47 Million
1.84% of portfolio

View Full List

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

More about XBAP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account