Family Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History

Family Wealth Group, LLC

$92.9 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$35.78 - $37.99 $736,030 - $781,492	-20,571 Closed	0 $0
Q1 2024 Aug 14, 2024	BUY	$35.51 - $36.81 $730,476 - $757,218	20,571 New	20,571 $757,000

Others Institutions Holding PMAR

# of Institutions

183

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.8M
Shares

$72.5 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$41.3 Million
0.87% of portfolio
Southland Equity Partners LLC Wildwood, MO

761K
Shares

$30.7 Million
7.27% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

753K
Shares

$30.4 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

307K
Shares

$12.4 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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