Whittier Trust CO Innovator U.S. Equity Power Bu Transaction History

Whittier Trust CO

$6.77 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 29, 2021	SELL	$30.61 - $31.06 $24,488 - $24,848	-800 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$28.75 - $30.08 $23,000 - $24,064	800 New	800 $24,000

Others Institutions Holding PJUN

# of Institutions

152

Shares Held

10.4M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.49M
Shares

$88.8 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

977K
Shares

$34.9 Million
0.42% of portfolio
Commonwealth Equity Services, LLC

524K
Shares

$18.7 Million
0.03% of portfolio
Vantage Financial Partners Ltd., Inc.

361K
Shares

$12.9 Million
3.33% of portfolio
Lineweaver Wealth Advisors, LLC

337K
Shares

$12 Million
2.77% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
Sector ETFs
Industry ETFs

More about PJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whittier Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Whittier Trust CO with notifications on news.