Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 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 $42,884. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,074
Previous 1,074
-0.0%
Holding current value
$42,884
Previous $40.8 Million
4.42%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
218Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.57MShares$62.6 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$50.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$41 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.5 Million0.53% of portfolio