Beacon Financial Advisory LLC Innovator U.S. Equity Power Bu Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 10,842 shares of PFEB stock, worth $419,910. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,842
Previous 8,642 25.46%
Holding current value
$419,910
Previous $309,000 33.33%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Jul 22, 2025
BUY
$33.46 - $38.01 $73,612 - $83,622
2,200 Added 25.46%
10,842 $412,000
Q1 2025

Apr 24, 2025
SELL
$35.54 - $37.44 $21,608 - $22,763
-608 Reduced 6.57%
8,642 $309,000
Q4 2024

Jan 27, 2025
SELL
$35.94 - $36.85 $107,820 - $110,550
-3,000 Reduced 24.49%
9,250 $340,000
Q1 2024

May 01, 2024
BUY
$32.55 - $34.16 $398,737 - $418,459
12,250 New
12,250 $418,000

Others Institutions Holding PFEB

# of Institutions
229
Shares Held
18.1M
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
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