Marcum Wealth, LLC Innovator U.S. Equity Power Bu Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	BUY	$28.46 - $32.32 $449,354 - $510,300	15,789 New	15,789 $459,000

Others Institutions Holding PJUN

# of Institutions

167

Shares Held

12.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.75M
Shares

$105 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.08M
Shares

$41.1 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

487K
Shares

$18.6 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

461K
Shares

$17.6 Million
0.04% of portfolio
High Tower Advisors, LLC Chicago, IL

441K
Shares

$16.8 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
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