Marcum Wealth, LLC Innovator U.S. Equity Power Bu Transaction History

Marcum Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$33.63 - $34.86 $210,355 - $218,049	6,255 Added 85.65%	13,558 $456,000
Q3 2022 Oct 11, 2022	BUY	$28.61 - $31.19 $208,938 - $227,780	7,303 New	7,303 $209,000
Q1 2021 May 11, 2021	SELL	$28.6 - $29.33 $5.54 Million - $5.68 Million	-193,765 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$27.32 - $28.76 $95,865 - $100,918	-3,509 Reduced 1.78%	193,765 $5.57 Million
Q3 2020 Nov 09, 2020	BUY	$26.82 - $28.0 $337,502 - $352,352	12,584 Added 6.81%	197,274 $5.46 Million
Q2 2020 Aug 14, 2020	BUY	$23.42 - $27.27 $4.33 Million - $5.04 Million	184,690 New	184,690 $4.94 Million

249

19.9M

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