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	$31.17 - $33.26 $23,720 - $25,310	-761 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$29.81 - $31.15 $22,685 - $23,705	761 New	761 $24,000

Others Institutions Holding BMAY

# of Institutions

Shares Held

2.45M

Call Options Held

Put Options Held

Penserra Capital Management LLC Orinda, CA

337K
Shares

$13.7 Million
0.29% of portfolio
Valtinson Bruner Financial Planning LLC

225K
Shares

$9.14 Million
3.83% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.74 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

132K
Shares

$5.35 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

116K
Shares

$4.72 Million
0.01% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

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