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

Pillar Wealth Advisors, LLC

$0
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 05, 2024	SELL	$35.57 - $37.86 $365,054 - $388,557	-10,263 Reduced 52.96%	9,117 $345 Million
Q2 2024 Aug 13, 2024	SELL	$34.4 - $36.54 $372,208 - $395,362	-10,820 Reduced 35.83%	19,380 $707,000
Q1 2024 May 06, 2024	SELL	$32.98 - $35.38 $1.18 Million - $1.27 Million	-35,842 Reduced 54.27%	30,200 $1.07 Million
Q4 2023 Feb 05, 2024	SELL	$30.36 - $33.42 $17,305 - $19,049	-570 Reduced 0.86%	66,042 $2.2 Million
Q3 2023 Nov 07, 2023	BUY	$30.83 - $32.2 $470,681 - $491,597	15,267 Added 29.73%	66,612 $2.07 Million
Q1 2023 May 05, 2023	SELL	$28.22 - $29.78 $162,293 - $171,264	-5,751 Reduced 10.07%	51,345 $1.51 Million
Q3 2022 Nov 04, 2022	BUY	$26.97 - $29.75 $418,115 - $461,214	15,503 Added 37.27%	57,096 $1.54 Million
Q4 2021 Feb 10, 2022	BUY	$29.21 - $30.44 $1.21 Million - $1.27 Million	41,593 New	41,593 $1.27 Million

Others Institutions Holding PAUG

# of Institutions

213

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.64M
Shares

$104 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.21M
Shares

$47.8 Million
0.86% of portfolio
Brookstone Capital Management

948K
Shares

$37.3 Million
0.61% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

859K
Shares

$33.8 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

833K
Shares

$32.8 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 Pillar Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pillar Wealth Advisors, LLC with notifications on news.