Creative Planning Innovator U.S. Equity Power Bu Transaction History

Creative Planning

$101 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$29.12 - $31.75 $36,574 - $39,878	-1,256 Reduced 13.79%	7,850 $229,000
Q2 2022 Aug 15, 2022	BUY	$28.99 - $32.42 $263,982 - $295,216	9,106 New	9,106 $269,000

Others Institutions Holding PMAR

# of Institutions

184

Shares Held

11.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.81M
Shares

$71.6 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

967K
Shares

$38.2 Million
0.46% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.1 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

721K
Shares

$28.5 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.1 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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