Bernard Wealth Management Corp. INNOVATOR ETFS TRUST Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025
Number of Shares
22,944
Previous 24,044 4.57%
Holding current value
$631 Million
Previous $649 Million 2.83%
% of portfolio
0.26%
Previous 0.3%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
N/A
-1,100 Reduced 4.57%
22,944 $631 Million
Q2 2025

Jul 24, 2025
SELL
N/A
-2,220 Reduced 8.45%
24,044 $649 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-1,289 Reduced 4.68%
26,264 $691 Million
Q4 2024

Feb 27, 2025
BUY
N/A
27,553 New
27,553 $723 Million
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