Lord & Richards Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Lord & Richards Wealth Management, LLC
- $88.2 Billion
- Q1 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 2,265 shares of PFEB stock, worth $80,837. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,265Holding current value
$80,837% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
221Shares Held
16.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$98.4 Million0.04% of portfolio
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Penserra Capital Management LLC Orinda, CA1.33MShares$47.3 Million0.85% of portfolio
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Commonwealth Equity Services, LLC1.14MShares$40.6 Million0.06% of portfolio
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Brookstone Capital Management1.01MShares$36.1 Million0.6% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.7 Million0.07% of portfolio