Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025

A detailed history of Bernard Wealth Management Corp. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1,074 shares of PFEB stock, worth $41,596. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,074
Previous 1,228 12.54%
Holding current value
$41,596
Previous $44 Million 7.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2025
SELL
$33.46 - $38.01 $5,152 - $5,853
-154 Reduced 12.54%
1,074 $40.8 Million
Q1 2025

Apr 16, 2025
BUY
$35.54 - $37.44 $31,737 - $33,433
893 Added 266.57%
1,228 $44 Million
Q4 2024

Feb 27, 2025
BUY
$35.94 - $36.85 $10,638 - $10,907
296 Added 758.97%
335 $12.3 Million
Q4 2024

Feb 13, 2025
BUY
$35.94 - $36.85 $1,401 - $1,437
39 New
39 $1.31 Million

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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