Madison Wealth Partners, Inc Innovator U.S. Equity Power Bu Transaction History

Madison Wealth Partners, Inc

$357 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 19, 2022	SELL	$30.62 - $31.58 $263,087 - $271,335	-8,592 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	$29.66 - $30.59 $254,838 - $262,829	8,592 New	8,592 $262,000

Others Institutions Holding PMAR

# of Institutions

203

Shares Held

11.3M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.5M
Shares

$58.8 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.22M
Shares

$47.7 Million
0.86% of portfolio
Southland Equity Partners LLC Wildwood, MO

736K
Shares

$28.9 Million
6.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

731K
Shares

$28.7 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

277K
Shares

$10.9 Million
0.24% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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