Lantz Financial LLC Innovator U.S. Equity Power Bu Transaction History

Lantz Financial LLC

$348 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$35.57 - $37.86 $218,684 - $232,763	6,148 New	6,148 $232,000

Others Institutions Holding PAUG

# of Institutions

213

Shares Held

17.4M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.64M
Shares

$99.3 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.21M
Shares

$45.7 Million
0.86% of portfolio
Brookstone Capital Management

948K
Shares

$35.7 Million
0.61% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

859K
Shares

$32.4 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

833K
Shares

$31.4 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

More about PAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.