Wells Fargo & Company Innovator U.S. Equity Buffer E Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$29.8 - $30.97 $40,885 - $42,490	-1,372 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$27.83 - $30.13 $38,182 - $41,338	1,372 New	1,372 $41,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

4.55M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$25.5 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.6 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.3 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.6 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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