Ptm Wealth Management, LLC INNOVATOR ETFS TRUST Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 2025
Number of Shares
248,756
Previous 267,688 7.07%
Holding current value
$7.71 Billion
Previous $7.47 Billion 3.11%
% of portfolio
5.1%
Previous 7.86%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
N/A
-18,932 Reduced 7.07%
248,756 $7.71 Billion
Q1 2025

May 07, 2025
BUY
N/A
267,688 New
267,688 $7.47 Billion
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