Worth Financial Advisory Group, LLC Innovator U.S. Equity Power Bu Transaction History

Worth Financial Advisory Group, LLC

$170 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 19, 2024	BUY	$32.94 - $36.21 $186,440 - $204,948	5,660 New	5,660 $205 Million

Others Institutions Holding PJUL

# of Institutions

235

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.76M
Shares

$151 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

930K
Shares

$37.5 Million
0.46% of portfolio
Brookstone Capital Management

767K
Shares

$30.9 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$29.3 Million
0.04% of portfolio
Janney Montgomery Scott LLC

549K
Shares

$22.1 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Worth Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Financial Advisory Group, LLC with notifications on news.