Brown Financial Advisors Innovator U.S. Equity Power Bu Transaction History

Brown Financial Advisors

$249 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$34.29 - $36.04 $10,115 - $10,631	295 Added 1.15%	26,029 $938 Million
Q2 2024 Aug 30, 2024	BUY	$33.41 - $35.14 $859,772 - $904,292	25,734 New	25,734 $904 Million

Others Institutions Holding PFEB

# of Institutions

193

Shares Held

12.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.76M
Shares

$102 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.28M
Shares

$47.4 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

805K
Shares

$29.8 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

420K
Shares

$15.6 Million
0.36% of portfolio
Steward Financial Group LLC

406K
Shares

$15.1 Million
3.92% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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