Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History
Wealth Plan Investment Management, LLC
- $614 Million
- Q2 2024
A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 14,086 shares of PFEB stock, worth $496,672. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,086
Previous 15,323
8.07%
Holding current value
$496,672
Previous $523,000
5.54%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding PFEB
# of Institutions
190Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$104 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$79.2 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$36.6 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$31.3 Million0.08% of portfolio
-
Janney Montgomery Scott LLC561KShares$19.8 Million0.06% of portfolio