Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 7,405 shares of PFEB stock, worth $270,726. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,405
Previous 9,459
21.71%
Holding current value
$270,726
Previous $332 Million
19.69%
% of portfolio
0.05%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding PFEB
# of Institutions
186Shares Held
14.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$104 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$82.9 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.2 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.2 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16 Million0.02% of portfolio