Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 21,901 shares of PFEB stock, worth $783,617. This represents 0.23% of its overall portfolio holdings.
Number of Shares
21,901
Previous 27,315
19.82%
Holding current value
$783,617
Previous $984,000
18.19%
% of portfolio
0.23%
Previous 0.29%
Shares
6 transactions
Others Institutions Holding PFEB
# of Institutions
198Shares Held
13MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$98.7 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$45.8 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.8 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.5 Million3.92% of portfolio