A detailed history of Captrust Financial Advisors transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Captrust Financial Advisors holds 35,578 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,578
Previous 35,578 -0.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
N/A
-11 Reduced 0.03%
35,578 $0
Q1 2024

May 15, 2024

BUY
N/A
434 Added 1.23%
35,589 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-120 Reduced 0.34%
35,155 $0
Q3 2023

Nov 14, 2023

BUY
N/A
3,050 Added 9.46%
35,275 $0
Q1 2023

May 15, 2023

BUY
N/A
32,225 New
32,225 $0

Others Institutions Holding PSEP

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.