Beacon Financial Advisory LLC Innovator U.S. Equity Power Bu Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
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 12,250 shares of PFEB stock, worth $438,549. This represents 0.17% of its overall portfolio holdings.
Number of Shares
12,250
Previous 12,250
-0.0%
Holding current value
$438,549
Previous $418,000
2.87%
% of portfolio
0.17%
Previous 0.22%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
191Shares Held
16MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.96MShares$106 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$80.4 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.04MShares$37.2 Million0.46% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ889KShares$31.8 Million0.08% of portfolio
-
Janney Montgomery Scott LLC561KShares$20.1 Million0.06% of portfolio