Brown Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Brown Wealth Management, LLC

  • $277 Billion
  • Q3 2024

A detailed history of Brown Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Brown Wealth Management, LLC holds 6,884 shares of PFEB stock, worth $255,052. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,884
Previous 8,597 19.93%
Holding current value
$255,052
Previous $302 Million 17.85%
% of portfolio
0.09%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$34.29 - $36.04 $58,738 - $61,736
-1,713 Reduced 19.93%
6,884 $248 Million
Q2 2024

Aug 13, 2024
BUY
$33.41 - $35.14 $5,913 - $6,219
177 Added 2.1%
8,597 $302 Million
Q1 2024

May 13, 2024
BUY
$32.55 - $34.16 $7,356 - $7,720
226 Added 2.76%
8,420 $288 Million
Q4 2023

Feb 14, 2024
SELL
$29.66 - $32.66 $504 - $555
-17 Reduced 0.21%
8,194 $268 Million
Q2 2023

Aug 08, 2023
BUY
$29.2 - $30.79 $239,761 - $252,816
8,211 New
8,211 $253 Million

Others Institutions Holding PFEB

# of Institutions
181
Shares Held
12.4M
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
Track This Portfolio

Track Brown Wealth Management, LLC Portfolio

Follow Brown Wealth Management, LLC 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 Brown Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brown Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email