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

Keeler & Nadler Financial Planning & Wealth Management

$250 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Oct 03, 2024	SELL	$30.66 - $33.38 $226,761 - $246,878	-7,396 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$31.1 - $32.24 $230,015 - $238,447	7,396 New	7,396 $238 Million

Others Institutions Holding PJUN

# of Institutions

174

Shares Held

14.3M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.66M
Shares

$107 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

1.67M
Shares

$67.4 Million
0.09% of portfolio
Penserra Capital Management LLC Orinda, CA

1.49M
Shares

$60.2 Million
0.83% of portfolio
Berkshire Money Management, Inc.

624K
Shares

$25.1 Million
2.95% of portfolio
High Tower Advisors, LLC Chicago, IL

439K
Shares

$17.7 Million
0.02% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

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