Clay Northam Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Clay Northam Wealth Management, LLC
- $169 Million
- Q3 2025
A detailed history of Clay Northam Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 14,065 shares of POCT stock, worth $607,467. This represents 0.36% of its overall portfolio holdings.
Number of Shares
14,065
Previous 14,065
-0.0%
Holding current value
$607,467
Previous $580,000
4.48%
% of portfolio
0.36%
Previous 0.38%
Shares
6 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio