Kingswood Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Kingswood Wealth Advisors, LLC
- $1.11 Trillion
- Q2 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,908 shares of PFEB stock, worth $571,733. This represents 0.05% of its overall portfolio holdings.
Number of Shares
15,908
Previous 15,908
-0.0%
Holding current value
$571,733
Previous $543 Million
2.84%
% of portfolio
0.05%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
192Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$106 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$80.7 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$37.3 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$31.9 Million0.08% of portfolio
-
Janney Montgomery Scott LLC561KShares$20.2 Million0.06% of portfolio