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	$31.38 - $33.38 $12,081 - $12,851	-385 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$31.15 - $32.37 $11,992 - $12,462	385 New	385 $12,000

Others Institutions Holding BJUL

# of Institutions

115

Shares Held

3.27M

Call Options Held

Put Options Held

Penserra Capital Management LLC Orinda, CA

341K
Shares

$14.3 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

264K
Shares

$11.1 Million
3.74% of portfolio
Commonwealth Equity Services, LLC

215K
Shares

$9.02 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

198K
Shares

$8.3 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

175K
Shares

$7.33 Million
0.01% of portfolio

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

More about BJUL

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