Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 31,235 shares of PFEB stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

31,235

Previous 9,710 221.68%

Holding current value

$1.16 Million

Previous $357,000 213.17%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$35.54 - $37.44 $764,998 - $805,896	21,525 Added 221.68%	31,235 $1.12 Million
Q4 2024 Jan 31, 2025	SELL	$35.94 - $36.85 $8,985 - $9,212	-250 Reduced 2.51%	9,710 $357,000
Q3 2024 Nov 08, 2024	SELL	$34.29 - $36.04 $1.03 Million - $1.09 Million	-30,134 Reduced 75.16%	9,960 $358,000
Q1 2024 May 13, 2024	BUY	$32.55 - $34.16 $1.31 Million - $1.37 Million	40,094 New	40,094 $1.37 Million
Q1 2023 Aug 22, 2023	BUY	$28.16 - $29.33 $469,032 - $488,520	16,656 New	16,656 $486,000
Q1 2023 May 10, 2023	BUY	$28.16 - $29.33 $469,032 - $488,520	16,656 New	16,656 $486,000
Q1 2022 May 16, 2022	BUY	$28.11 - $29.69 $212,539 - $224,486	7,561 New	7,561 $222,000

Others Institutions Holding PFEB

# of Institutions

226

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Atria Wealth Solutions, Inc. Innovator U.S. Equity Power Bu Transaction History