New Edge Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$29.05 - $32.21 $159,484 - $176,832	5,490 New	5,490 $169,000

Others Institutions Holding BJUL

# of Institutions

112

Shares Held

3.97M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$26.2 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.7 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$12 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

258K
Shares

$11.8 Million
3.11% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

197K
Shares

$8.98 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
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