Straight Path Wealth Management Innovator Etfs Tr S&P 500 Pwr Transaction History

Straight Path Wealth Management

$218 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$29.32 - $30.82 $207,556 - $218,174	-7,079 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$29.5 - $30.61 $208,830 - $216,688	7,079 New	7,079 $216,000

Others Institutions Holding PMAY

# of Institutions

186

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.85M
Shares

$102 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.36M
Shares

$48.6 Million
0.86% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

995K
Shares

$35.7 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

509K
Shares

$18.3 Million
0.05% of portfolio
Raymond James Financial Inc St. Petersburg, FL

409K
Shares

$14.7 Million
0.01% of portfolio

About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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