Milestone Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Milestone Asset Management, LLC holds 5,816 shares of PFEB stock, worth $201,408. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,816
Previous 5,944 2.15%
Holding current value
$201,408
Previous $219 Million 4.76%
% of portfolio
0.04%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$35.54 - $37.44 $4,549 - $4,792
-128 Reduced 2.15%
5,816 $208 Million
Q1 2024

Apr 23, 2024
BUY
$32.55 - $34.16 $193,477 - $203,047
5,944 New
5,944 $203 Million
Q3 2023

Nov 13, 2023
SELL
$30.36 - $31.28 $153,014 - $157,651
-5,040 Reduced 27.59%
13,229 $402 Million
Q2 2023

Aug 08, 2023
BUY
$29.2 - $30.79 $7,767 - $8,190
266 Added 1.48%
18,269 $563 Million
Q1 2023

May 08, 2023
BUY
$28.16 - $29.33 $506,964 - $528,027
18,003 New
18,003 $526 Million

Others Institutions Holding PFEB

# of Institutions
201
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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