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	$29.29 - $30.47 $262,262 - $272,828	-8,954 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$26.07 - $27.82 $233,430 - $249,100	8,954 New	8,954 $247,000

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.82M
Shares

$71.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

997K
Shares

$39.2 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

437K
Shares

$17.2 Million
0.03% of portfolio
Kestra Advisory Services, LLC

380K
Shares

$14.9 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

337K
Shares

$13.3 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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