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
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

173

Shares Held

15.8M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.92M
Shares

$121 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

1.58M
Shares

$65.1 Million
0.08% of portfolio
Penserra Capital Management LLC Orinda, CA

1.52M
Shares

$62.6 Million
0.82% of portfolio
Brookstone Capital Management

939K
Shares

$38.8 Million
0.54% of portfolio
Berkshire Money Management, Inc.

636K
Shares

$26.2 Million
3.09% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

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