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	$32.69 - $34.6 $11,114 - $11,764	-340 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$32.3 - $33.58 $10,981 - $11,417	340 New	340 $11,000

Others Institutions Holding BJUN

# of Institutions

Shares Held

2.81M

Call Options Held

Put Options Held

Brookstone Capital Management

409K
Shares

$16 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

320K
Shares

$12.5 Million
0.28% of portfolio
Lantz Financial LLC

259K
Shares

$10.1 Million
2.89% of portfolio
Cerity Partners LLC New York, NY

164K
Shares

$6.4 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

127K
Shares

$4.97 Million
0.01% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

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