West Family Investments, Inc. Innovator U.S. Equity Power Bu Transaction History

West Family Investments, Inc.

$287 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$27.5 - $28.5 $357,500 - $370,500	-13,000 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$26.07 - $27.82 $338,910 - $361,660	13,000 New	13,000 $362,000

Others Institutions Holding POCT

# of Institutions

180

Shares Held

12M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.82M
Shares

$72.8 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

997K
Shares

$39.8 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

437K
Shares

$17.4 Million
0.03% of portfolio
Kestra Advisory Services, LLC

380K
Shares

$15.2 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

337K
Shares

$13.5 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of West Family Investments, Inc., based on Form 13F filings with the SEC.

News

Stay updated on West Family Investments, Inc. with notifications on news.