Transform Wealth, LLC Innovator U.S. Equity Power Bu Transaction History
Transform Wealth, LLC
- $1.31 Billion
- Q2 2024
A detailed history of Transform Wealth, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Transform Wealth, LLC holds 390,844 shares of PJAN stock, worth $16.1 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
390,844
Previous 432,186
9.57%
Holding current value
$16.1 Million
Previous $16.9 Million
6.98%
% of portfolio
1.2%
Previous 1.65%
Shares
8 transactions
Others Institutions Holding PJAN
# of Institutions
227Shares Held
20.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.69MShares$152 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.24MShares$51 Million0.12% of portfolio
-
Commonwealth Equity Services, LLC1.06MShares$43.8 Million0.07% of portfolio
-
Penserra Capital Management LLC Orinda, CA907KShares$37.4 Million0.46% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL713KShares$29.4 Million0.04% of portfolio