Whipplewood Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Whipplewood Advisors, LLC

$176 Billion
Q4 2024

A detailed history of Whipplewood Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 206 shares of PAUG stock, worth $8,050. This represents 0.0% of its overall portfolio holdings.

Number of Shares

206

Holding current value

$8,050

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$37.61 - $38.92 $7,747 - $8,017	206 New	206 $7.93 Million

Others Institutions Holding PAUG

# of Institutions

202

Shares Held

17.4M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.73M
Shares

$107 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.06M
Shares

$41.6 Million
0.87% of portfolio
Brookstone Capital Management

948K
Shares

$37 Million
0.61% of portfolio
Commonwealth Equity Services, LLC

898K
Shares

$35.1 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

896K
Shares

$35 Million
0.08% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
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Whipplewood Advisors, LLC Innovator U.S. Equity Power Bu Transaction History