A detailed history of Baystate Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Baystate Wealth Management LLC holds 259 shares of PFEB stock, worth $9,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares
259
Previous 259 -0.0%
Holding current value
$9,469
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Sep 21, 2023

BUY
$29.2 - $30.79 $7,562 - $7,974
259 New
259 $7,000
Q3 2022

Nov 10, 2022

SELL
$26.59 - $28.86 $46,319 - $50,274
-1,742 Reduced 87.06%
259 $7,000
Q3 2021

Nov 05, 2021

BUY
$28.26 - $28.79 $49,228 - $50,152
1,742 Added 672.59%
2,001 $57,000
Q2 2021

Jul 26, 2021

BUY
$27.62 - $28.4 $7,153 - $7,355
259 New
259 $7,000

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


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

Track Baystate Wealth Management LLC Portfolio

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.