Evermay Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,657 shares of PFEB stock, worth $146,024. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,657
Previous 3,657 -0.0%
Holding current value
$146,024
Previous $139,000 4.32%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$35.54 - $37.44 $129,969 - $136,918
3,657 New
3,657 $130,000
Q1 2024

May 13, 2024
BUY
$32.55 - $34.16 $35,805 - $37,575
1,100 New
1,100 $37,000
Q1 2023

May 15, 2023
BUY
$28.16 - $29.33 $1.04 Million - $1.09 Million
37,000 New
37,000 $1.08 Million

Others Institutions Holding PFEB

# of Institutions
218
Shares Held
17.4M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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