Smith, Salley & Associates Innovator U.S. Equity Power Bu Transaction History

Smith, Salley & Associates

$1.5 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 09, 2021	SELL	$29.66 - $30.59 $240,127 - $247,656	-8,096 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$27.3 - $28.49 $221,020 - $230,655	8,096 New	8,096 $230,000

Others Institutions Holding PMAR

# of Institutions

198

Shares Held

11.2M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.5M
Shares

$60.9 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

1.17M
Shares

$47.7 Million
0.86% of portfolio
Southland Equity Partners LLC Wildwood, MO

754K
Shares

$30.7 Million
7.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

731K
Shares

$29.7 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

277K
Shares

$11.3 Million
0.24% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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