Keeler & Nadler Financial Planning & Wealth Management Innovator U.S. Equity Power Bu Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$273 Billion
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Oct 03, 2024	SELL	$32.98 - $35.38 $198,968 - $213,447	-6,033 Closed	0 $0
Q4 2023 Oct 03, 2024	BUY	$30.36 - $33.42 $183,161 - $201,622	6,033 New	6,033 $201 Million

Others Institutions Holding PAUG

# of Institutions

220

Shares Held

19.7M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.32M
Shares

$141 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.57M
Shares

$67 Million
0.1% of portfolio
Penserra Capital Management LLC Orinda, CA

1.48M
Shares

$63 Million
0.82% of portfolio
Brookstone Capital Management

902K
Shares

$38.3 Million
0.53% of portfolio
Commonwealth Equity Services, LLC

606K
Shares

$25.8 Million
0.03% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

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