Ae Wealth Management LLC Innovator Etfs Tr S&P Invt Gra Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Innovator Etfs Tr S&P Invt Gra stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,200 shares of EPRF stock, worth $21,936. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,200

Holding current value

$21,936

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$18.1 - $19.97 $21,720 - $23,964	1,200 New	1,200 $21,000

Others Institutions Holding EPRF

# of Institutions

Shares Held

2.04M

Call Options Held

Put Options Held

Jaffetilchin Investment Partners, LLC Tampa, FL

566K
Shares

$10.4 Million
0.76% of portfolio
Royal Bank Of Canada Toronto, A6

408K
Shares

$7.46 Million
0.0% of portfolio
Bivin & Associates, Inc. Ponca City, OK

203K
Shares

$3.72 Million
4.27% of portfolio
Websterrogers Financial Advisors, LLC

89.1K
Shares

$1.63 Million
0.58% of portfolio
Ubs Group Ag

81.8K
Shares

$1.49 Million
0.0% of portfolio

View Full List

About INNOVATOR ETFS TR S&P INVT GRA

Ticker EPRF
Sector ETFs
Industry ETFs

More about EPRF

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Ae Wealth Management LLC Innovator Etfs Tr S&P Invt Gra Transaction History