Ever Source Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 316 shares of PFEB stock, worth $11,552. This represents 0.0% of its overall portfolio holdings.

Number of Shares
316
Previous 383 17.49%
Holding current value
$11,552
Previous $13,000 15.38%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$34.29 - $36.04 $2,297 - $2,414
-67 Reduced 17.49%
316 $11,000
Q1 2024

Jun 11, 2024
BUY
$32.55 - $34.16 $12,466 - $13,083
383 New
383 $13,000

Others Institutions Holding PFEB

# of Institutions
186
Shares Held
14.9M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email