Heritage Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Heritage Wealth Partners, LLC

$79.7 Billion
Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 53,447 shares of PDEC stock, worth $0. This represents 2.58% of its overall portfolio holdings.

Number of Shares

53,447

Holding current value

% of portfolio

2.58%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	N/A	53,447 New	53,447 $2.05 Billion

Others Institutions Holding PDEC

# of Institutions

214

Shares Held

21.5M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

5.3M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.2M
Shares

$0
0.85% of portfolio
Strategic Wealth Partners Group LLC Deerfield, IL

1.08M
Shares

$0
0.0% of portfolio
Kovitz Investment Group Partners, LLC

1.07M
Shares

$0
0.0% of portfolio
Brookstone Capital Management

951K
Shares

$0
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PDEC

More about PDEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Partners, LLC with notifications on news.

Account

Heritage Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History