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

Brown Wealth Management, LLC

$282 Billion
Q4 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 14,418 shares of POCT stock, worth $583,063. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,418

Previous 19,585 26.38%

Holding current value

$583,063

Previous $763 Million 25.22%

% of portfolio

0.2%

Previous 0.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$38.63 - $40.03 $199,601 - $206,835	-5,167 Reduced 26.38%	14,418 $570 Million
Q3 2024 Nov 14, 2024	SELL	$37.79 - $38.95 $422,643 - $435,616	-11,184 Reduced 36.35%	19,585 $763 Million
Q2 2024 Aug 13, 2024	SELL	$37.05 - $38.29 $33,974 - $35,111	-917 Reduced 2.89%	30,769 $1.18 Billion
Q1 2024 May 13, 2024	SELL	$35.88 - $37.5 $7.45 Million - $7.79 Million	-207,616 Reduced 86.76%	31,686 $1.19 Billion
Q4 2023 Feb 14, 2024	BUY	$33.24 - $36.16 $7.56 Million - $8.22 Million	227,381 Added 1907.4%	239,302 $8.64 Billion
Q3 2023 Nov 14, 2023	SELL	$33.33 - $34.11 $223,311 - $228,537	-6,700 Reduced 35.98%	11,921 $405 Million
Q2 2023 Aug 08, 2023	BUY	$31.61 - $33.47 $588,609 - $623,244	18,621 New	18,621 $623 Million

Others Institutions Holding POCT

# of Institutions

220

Shares Held

16.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
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Brown Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History