Defined Financial Planning LLC Innovator U.S. Equity Power Bu Transaction History
Defined Financial Planning LLC
- $98.7 Billion
- Q1 2025
A detailed history of Defined Financial Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Defined Financial Planning LLC holds 8,161 shares of POCT stock, worth $316,075. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,161
Previous 6,992
16.72%
Holding current value
$316,075
Previous $277 Million
14.96%
% of portfolio
0.32%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
16.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.88MShares$72.9 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.22MShares$47.4 Million0.85% of portfolio
-
Brookstone Capital Management974KShares$37.7 Million0.62% of portfolio
-
Wealth Enhancement Advisory Services, LLC804KShares$31.1 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL775KShares$30 Million0.01% of portfolio