A detailed history of Atticus Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 25,949 shares of PFEB stock, worth $950,771. This represents 0.33% of its overall portfolio holdings.

Number of Shares
25,949
Previous 25,949 -0.0%
Holding current value
$950,771
Previous $911,000 2.63%
% of portfolio
0.33%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$32.55 - $34.16 $31,964 - $33,545
982 Added 3.93%
25,949 $886,000
Q1 2023

Apr 17, 2023

BUY
$28.16 - $29.33 $703,070 - $732,282
24,967 New
24,967 $729,000

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus 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 Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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