Darwin Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Darwin Advisors, LLC

$356 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 06, 2020	SELL	$22.0 - $25.52 $11,000 - $12,760	-500 Closed	0 $0
Q1 2020 May 01, 2020	BUY	$20.78 - $25.59 $10,390 - $12,795	500 New	500 $11,000

Others Institutions Holding POCT

# of Institutions

223

Shares Held

16.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.88M
Shares

$72.9 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.18M
Shares

$45.7 Million
0.85% of portfolio
Brookstone Capital Management

953K
Shares

$36.9 Million
0.63% of portfolio
Wealth Enhancement Advisory Services, LLC

812K
Shares

$31.4 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

775K
Shares

$30 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Darwin Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Darwin Advisors, LLC with notifications on news.