A detailed history of Hb Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Hb Wealth Management, LLC holds 11,451 shares of PFEB stock, worth $423,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,451
Previous 8,555 33.85%
Holding current value
$423,916
Previous $308,000 36.69%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025

BUY
$35.94 - $36.85 $104,082 - $106,717
2,896 Added 33.85%
11,451 $421,000
Q3 2024

Oct 15, 2024

BUY
$34.29 - $36.04 $293,350 - $308,322
8,555 New
8,555 $308,000

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.