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

1.85M

Call Options Held

Put Options Held

Cetera Investment Advisers Schaumburg, IL

424K
Shares

$14.6 Million
0.03% of portfolio
Crosspoint Financial, LLC Tustin, CA

359K
Shares

$12.4 Million
41.21% of portfolio
First Commonwealth Financial Corp Indiana, PA

323K
Shares

$11.2 Million
2.7% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

80.9K
Shares

$2.79 Million
0.01% of portfolio
Centaurus Financial, Inc.

64.1K
Shares

$2.21 Million
0.15% of portfolio

View Full List

About INNOVATOR ETF TR US EQUITY ACC

Ticker XBAP

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