Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Transaction History
Cape Investment Advisory, Inc.
- $274 Billion
- Q2 2025
A detailed history of Cape Investment Advisory, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 25,400 shares of PFEB stock, worth $1 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
25,400
Previous 25,900
1.93%
Holding current value
$1 Million
Previous $928 Million
4.07%
% of portfolio
0.35%
Previous 0.37%
Shares
10 transactions
Others Institutions Holding PFEB
# of Institutions
227Shares Held
18.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.67MShares$145 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.54MShares$60.9 Million0.82% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$45.6 Million0.08% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$40.6 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.1 Million0.53% of portfolio