Optimum Investment Advisors Innovator U.S. Equity Power Bu Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$31.63 - $32.48 $63,260 - $64,959	-2,000 Closed	0 $0
Q1 2021 Apr 15, 2021	BUY	$30.27 - $31.55 $60,540 - $63,100	2,000 New	2,000 $63,000

Others Institutions Holding PJAN

# of Institutions

221

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.6M
Shares

$151 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.19M
Shares

$49.9 Million
0.12% of portfolio
Commonwealth Equity Services, LLC

983K
Shares

$41.2 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

961K
Shares

$40.2 Million
0.86% of portfolio
Mml Investors Services, LLC Springfield, MA

620K
Shares

$26 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJAN
Sector ETFs
Industry ETFs

More about PJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimum Investment Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Optimum Investment Advisors with notifications on news.