Institutional & Family Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$31.72 - $33.39 $17,921 - $18,865	-565 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$30.24 - $31.68 $17,085 - $17,899	565 New	565 $18,000

Others Institutions Holding BAPR

# of Institutions

103

Shares Held

4.27M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

409K
Shares

$18.5 Million
0.03% of portfolio
Brookstone Capital Management

403K
Shares

$18.1 Million
0.29% of portfolio
Penserra Capital Management LLC Orinda, CA

304K
Shares

$13.7 Million
0.29% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.4 Million
3.02% of portfolio
Cerity Partners LLC New York, NY

204K
Shares

$9.19 Million
0.02% of portfolio

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BAPR
Sector ETFs
Industry ETFs

More about BAPR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.

Account