Brown Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Brown Wealth Management, LLC
- $248 Billion
- Q2 2024
A detailed history of Brown Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Brown Wealth Management, LLC holds 8,597 shares of PFEB stock, worth $309,320. This represents 0.12% of its overall portfolio holdings.
Number of Shares
8,597
Previous 8,420
2.1%
Holding current value
$309,320
Previous $288 Million
5.0%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
192Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$107 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$80.8 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$37.4 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$32 Million0.08% of portfolio
-
Janney Montgomery Scott LLC561KShares$20.2 Million0.06% of portfolio