Ptm Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Ptm Wealth Management, LLC

  • $151 Billion
  • Q2 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 17,075 shares of PFEB stock, worth $648,679. This represents 0.43% of its overall portfolio holdings.

Number of Shares
17,075
Previous 17,992 5.1%
Holding current value
$648,679
Previous $602 Million 8.4%
% of portfolio
0.43%
Previous 0.63%

Shares

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

Jul 08, 2025
SELL
$33.46 - $38.01 $30,682 - $34,855
-917 Reduced 5.1%
17,075 $653 Million
Q1 2025

May 07, 2025
BUY
$35.54 - $37.44 $639,435 - $673,620
17,992 New
17,992 $602 Million

Others Institutions Holding PFEB

# of Institutions
228
Shares Held
18.2M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
Track This Portfolio

Track Ptm Wealth Management, LLC Portfolio

Follow Ptm Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ptm Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ptm Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email