Private Advisory Group LLC Innovator U.S. Equity Buffer E Transaction History

Private Advisory Group LLC

$749 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 24, 2020	SELL	$22.04 - $30.14 $155,227 - $212,276	-7,043 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$28.57 - $30.14 $201,218 - $212,276	7,043 New	7,043 $205,000

Others Institutions Holding BJAN

# of Institutions

115

Shares Held

3.92M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

474K
Shares

$22.1 Million
0.03% of portfolio
Crown Wealth Group, LLC

326K
Shares

$15.2 Million
7.66% of portfolio
Integral Investment Advisors, Inc.

229K
Shares

$10.7 Million
3.87% of portfolio
Penserra Capital Management LLC Orinda, CA

221K
Shares

$10.3 Million
0.13% of portfolio
U.S. Capital Wealth Advisors, LLC Austin, TX

163K
Shares

$7.56 Million
0.3% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJAN
Sector ETFs
Industry ETFs

More about BJAN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisory Group LLC with notifications on news.