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

Bcgm Wealth Management, LLC

$272 Million
Q2 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 29,693 shares of PFEB stock, worth $1.06 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

29,693

Previous 29,693 -0.0%

Holding current value

$1.06 Million

Previous $1.01 Million 2.86%

% of portfolio

0.38%

Previous 0.38%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	BUY	$32.55 - $34.16 $100,579 - $105,554	3,090 Added 11.62%	29,693 $1.01 Million
Q2 2023 Aug 07, 2023	BUY	$29.2 - $30.79 $256,142 - $270,089	8,772 Added 49.2%	26,603 $819,000
Q1 2023 May 02, 2023	BUY	$28.16 - $29.33 $53,250 - $55,463	1,891 Added 11.86%	17,831 $521,000
Q1 2022 May 02, 2022	BUY	$28.11 - $29.69 $100,493 - $106,141	3,575 Added 28.91%	15,940 $467,000
Q4 2020 Feb 16, 2021	BUY	$24.85 - $26.23 $307,270 - $324,333	12,365 New	12,365 $335,000

Others Institutions Holding PFEB

# of Institutions

191

Shares Held

16M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

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