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

Evermay Wealth Management LLC

$618 Million
Q3 2024

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 8,525 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,525

Holding current value

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	N/A	8,525 New	8,525 $0
Q3 2023 Nov 13, 2023	BUY	N/A	28,748 New	28,748 $0

Others Institutions Holding PSEP

# of Institutions

200

Shares Held

18.8M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.52M
Shares

$0
0.0% of portfolio
Ae Wealth Management LLC

1.42M
Shares

$0
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.16M
Shares

$0
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.03M
Shares

$0
0.86% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

More about PSEP

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