Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History

Keystone Wealth Services, LLC

  • $340 Million
  • Q1 2025

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 6,671 shares of POCT stock, worth $258,367. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,671
Previous 5,371 24.2%
Holding current value
$258,367
Previous $212,000 22.17%
% of portfolio
0.08%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$38.53 - $40.49 $50,089 - $52,637
1,300 Added 24.2%
6,671 $259,000
Q4 2024

Feb 06, 2025
BUY
$38.63 - $40.03 $4,983 - $5,163
129 Added 2.46%
5,371 $212,000
Q2 2024

Jul 12, 2024
SELL
$37.05 - $38.29 $163,020 - $168,476
-4,400 Reduced 45.63%
5,242 $200,000
Q1 2024

Apr 12, 2024
SELL
$35.88 - $37.5 $71 - $75
-2 Reduced 0.02%
9,642 $361,000
Q4 2023

Jan 17, 2024
BUY
$33.24 - $36.16 $320,566 - $348,727
9,644 New
9,644 $348,000
Q2 2023

Jul 20, 2023
SELL
$31.61 - $33.47 $682,301 - $722,449
-21,585 Reduced 43.53%
28,000 $937,000
Q4 2022

Feb 09, 2023
BUY
$28.48 - $30.65 $1.08 Million - $1.16 Million
37,800 Added 320.75%
49,585 $1.49 Million
Q3 2022

Oct 31, 2022
BUY
$28.19 - $29.67 $85,979 - $90,493
3,050 Added 34.92%
11,785 $337,000
Q2 2022

Jul 13, 2022
SELL
$27.6 - $30.33 $77,280 - $84,924
-2,800 Reduced 24.27%
8,735 $245,000
Q4 2021

Feb 14, 2022
BUY
$29.29 - $30.47 $337,860 - $351,471
11,535 New
11,535 $351,000

Others Institutions Holding POCT

# of Institutions
222
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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