Ptm Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Ptm Wealth Management, LLC
- $177 Billion
- Q4 2025
A detailed history of Ptm Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 17,038 shares of PFEB stock, worth $680,327. This represents 0.39% of its overall portfolio holdings.
Number of Shares
17,038
Previous 17,055
0.1%
Holding current value
$680,327
Previous $679 Million
2.53%
% of portfolio
0.39%
Previous 0.41%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
218Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.57MShares$62.6 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$50.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$41 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.5 Million0.53% of portfolio