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 36,234 shares of PSEP stock, worth $0. This represents 0.5% of its overall portfolio holdings.

Number of Shares
36,234
Previous 30,896 17.28%
Holding current value
$0
Previous $1.19 Billion 18.97%
% of portfolio
0.5%
Previous 0.43%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
5,338 Added 17.28%
36,234 $1.42 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-3,075 Reduced 9.05%
30,896 $1.19 Billion
Q2 2024

Aug 13, 2024
SELL
N/A
-2,777 Reduced 7.56%
33,971 $1.27 Billion
Q1 2024

May 13, 2024
SELL
N/A
-692 Reduced 1.85%
36,748 $1.34 Billion
Q4 2023

Feb 14, 2024
BUY
N/A
5,755 Added 18.16%
37,440 $1.3 Billion
Q3 2023

Nov 14, 2023
SELL
N/A
-2,716 Reduced 7.9%
31,685 $1.03 Billion
Q2 2023

Aug 08, 2023
BUY
N/A
34,401 New
34,401 $1.13 Billion

Others Institutions Holding PSEP

# of Institutions
212
Shares Held
18.4M
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
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