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

Bernard Wealth Management Corp.

  • $205 Billion
  • Q1 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 2,774 shares of PSEP stock, worth $0. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,774
Previous 3,624 23.45%
Holding current value
$0
Previous $142 Million 24.78%
% of portfolio
0.05%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
N/A
-850 Reduced 23.45%
2,774 $107 Million
Q4 2024

Feb 13, 2025
BUY
N/A
3,624 New
3,624 $130 Million

Others Institutions Holding PSEP

# of Institutions
216
Shares Held
20.7M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email