Synergy Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Synergy Asset Management, LLC

$2.76 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	BUY	$40.12 - $41.68 $4,533 - $4,709	113 New	113 $4,000

Others Institutions Holding PJUL

# of Institutions

256

Shares Held

19.2M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.37M
Shares

$153 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.37M
Shares

$62.1 Million
0.84% of portfolio
Brookstone Capital Management

797K
Shares

$36.1 Million
0.51% of portfolio
Commonwealth Equity Services, LLC

735K
Shares

$33.3 Million
0.04% of portfolio
Janney Montgomery Scott LLC

603K
Shares

$27.3 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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