Helium Advisors LLC Innovator U.S. Equity Power Bu Transaction History

Helium Advisors LLC

$126 Billion
Q4 2024

A detailed history of Helium Advisors LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Helium Advisors LLC holds 12,480 shares of PFEB stock, worth $446,534. This represents 0.36% of its overall portfolio holdings.

Number of Shares

12,480

Holding current value

$446,534

% of portfolio

0.36%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 18, 2025	BUY	$35.94 - $36.85 $448,531 - $459,888	12,480 New	12,480 $459 Million

Others Institutions Holding PFEB

# of Institutions

195

Shares Held

12.7M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.76M
Shares

$98.7 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.28M
Shares

$45.8 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

805K
Shares

$28.8 Million
0.07% of portfolio
Leigh Baldwin & Co., LLC Cazenovia, NY

420K
Shares

$15 Million
0.36% of portfolio
Steward Financial Group LLC

406K
Shares

$14.5 Million
3.92% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

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Helium Advisors LLC Innovator U.S. Equity Power Bu Transaction History