Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History

Straight Path Wealth Management

$228 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 29, 2022	SELL	$31.07 - $33.35 $668,906 - $717,992	-21,529 Closed	0 $0
Q4 2021 Jan 26, 2022	BUY	$32.63 - $33.3 $702,491 - $716,915	21,529 New	21,529 $716,000

Others Institutions Holding PJAN

# of Institutions

232

Shares Held

18.6M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.86M
Shares

$163 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$50.5 Million
0.13% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$47.2 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

812K
Shares

$34.3 Million
0.05% of portfolio
Mml Investors Services, LLC Springfield, MA

647K
Shares

$27.4 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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