Diversify Advisory Services, LLC Innovator U.S. Equity Power Bu Transaction History

Diversify Advisory Services, LLC

$1.6 Trillion
Q1 2025

A detailed history of Diversify Advisory Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 47,520 shares of PFEB stock, worth $1.77 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

47,520

Previous 55,420 14.25%

Holding current value

$1.77 Million

Previous $2.05 Billion 17.18%

% of portfolio

0.11%

Previous 0.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$35.54 - $37.44 $280,766 - $295,776	-7,900 Reduced 14.25%	47,520 $1.7 Billion
Q4 2024 Jan 16, 2025	SELL	$35.94 - $36.85 $548,085 - $561,962	-15,250 Reduced 21.58%	55,420 $2.05 Billion
Q2 2024 Jul 12, 2024	BUY	$33.41 - $35.14 $1.69 Million - $1.78 Million	50,670 Added 253.35%	70,670 $2.5 Billion
Q1 2024 Apr 30, 2024	BUY	$32.55 - $34.16 $651,000 - $683,199	20,000 New	20,000 $682 Million

Others Institutions Holding PFEB

# of Institutions

226

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Diversify Advisory Services, LLC Innovator U.S. Equity Power Bu Transaction History