Legacy Wealth Managment, Llc/Id Innovator U.S. Equity Power Bu Transaction History

Legacy Wealth Managment, Llc/Id

$122 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 15, 2024	BUY	$37.89 - $40.48 $97,149 - $103,790	2,564 New	2,564 $103,000

Others Institutions Holding PJUL

# of Institutions

259

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.45M
Shares

$153 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.18M
Shares

$52.4 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

693K
Shares

$30.8 Million
0.04% of portfolio
Janney Montgomery Scott LLC

603K
Shares

$26.8 Million
0.07% of portfolio
Wealth Enhancement Advisory Services, LLC

602K
Shares

$26.8 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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