Institutional & Family Asset Management, LLC Innovator U.S. Equity Ultra Bu 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	$25.71 - $26.3 $15,168 - $15,517	-590 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$25.18 - $25.68 $14,856 - $15,151	590 New	590 $15,000

Others Institutions Holding UAPR

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

Ae Wealth Management LLC

312K
Shares

$9.81 Million
0.1% of portfolio
Tradition Wealth Management, LLC

296K
Shares

$9.29 Million
0.85% of portfolio
Commonwealth Equity Services, LLC

279K
Shares

$8.78 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

205K
Shares

$6.43 Million
1.64% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

203K
Shares

$6.38 Million
0.51% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UAPR
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