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

Keystone Wealth Services, LLC

$379 Million
Q2 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 24,483 shares of PFEB stock, worth $930,109. This represents 0.25% of its overall portfolio holdings.

Number of Shares

24,483

Previous 21,796 12.33%

Holding current value

$930,109

Previous $780,000 19.23%

% of portfolio

0.25%

Previous 0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 09, 2025	BUY	$33.46 - $38.01 $89,907 - $102,132	2,687 Added 12.33%	24,483 $930,000
Q1 2025 Apr 17, 2025	SELL	$35.54 - $37.44 $3,731 - $3,931	-105 Reduced 0.48%	21,796 $780,000
Q4 2024 Feb 06, 2025	SELL	$35.94 - $36.85 $194,579 - $199,505	-5,414 Reduced 19.82%	21,901 $805,000
Q3 2024 Oct 15, 2024	SELL	$34.29 - $36.04 $129,410 - $136,014	-3,774 Reduced 12.14%	27,315 $984,000
Q1 2024 Apr 12, 2024	SELL	$32.55 - $34.16 $390 - $409	-12 Reduced 0.04%	31,089 $1.06 Million
Q4 2023 Jan 17, 2024	SELL	$29.66 - $32.66 $148 - $163	-5 Reduced 0.02%	31,101 $1.02 Million
Q1 2023 Apr 07, 2023	BUY	$28.16 - $29.33 $875,944 - $912,338	31,106 New	31,106 $909,000
Q1 2022 Apr 21, 2022	BUY	$28.11 - $29.69 $261,423 - $276,117	9,300 New	9,300 $273,000

Others Institutions Holding PFEB

# of Institutions

228

Shares Held

18.2M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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