Xml Financial, LLC Innovator U.S. Equity Power Bu Transaction History

Xml Financial, LLC

$1.07 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	BUY	$26.41 - $29.51 $357,617 - $399,594	13,541 Added 3.51%	399,591 $10.8 Million
Q1 2022 May 02, 2022	BUY	$28.11 - $29.69 $10.9 Million - $11.5 Million	386,050 New	386,050 $11.3 Million

Others Institutions Holding PFEB

# of Institutions

186

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.84M
Shares

$104 Million
0.04% of portfolio
Gradient Investments LLC

2.27M
Shares

$82.9 Million
2.16% of portfolio
Penserra Capital Management LLC Orinda, CA

1.1M
Shares

$40.2 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

853K
Shares

$31.2 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$16 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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