Truadvice, LLC Innovator U.S. Equity Power Bu Transaction History

Truadvice, LLC

$229 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	SELL	$28.56 - $29.26 $271,691 - $278,350	-9,513 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$24.85 - $26.23 $236,398 - $249,525	9,513 New	9,513 $251,000

Others Institutions Holding PFEB

# of Institutions

191

Shares Held

15.4M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.96M
Shares

$108 Million
0.04% of portfolio
Gradient Investments LLC

2.27M
Shares

$82.8 Million
2.16% of portfolio
Penserra Capital Management LLC Orinda, CA

1.04M
Shares

$37.9 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

889K
Shares

$32.4 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$15.9 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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