Kingsview Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 16,391 shares of PFEB stock, worth $613,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares

16,391

Previous 18,336 10.61%

Holding current value

$613,679

Previous $660,000 8.64%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$35.94 - $36.85 $69,903 - $71,673	-1,945 Reduced 10.61%	16,391 $603,000
Q3 2024 Nov 12, 2024	SELL	$34.29 - $36.04 $20,471 - $21,515	-597 Reduced 3.15%	18,336 $660,000
Q2 2024 Aug 14, 2024	BUY	$33.41 - $35.14 $73,435 - $77,237	2,198 Added 13.13%	18,933 $665,000
Q1 2024 May 09, 2024	BUY	$32.55 - $34.16 $45,472 - $47,721	1,397 Added 9.11%	16,735 $571,000
Q4 2023 Feb 08, 2024	SELL	$29.66 - $32.66 $323,234 - $355,928	-10,898 Reduced 41.54%	15,338 $500,000
Q3 2023 Nov 07, 2023	SELL	$30.36 - $31.28 $34,580 - $35,627	-1,139 Reduced 4.16%	26,236 $799,000
Q2 2023 Aug 10, 2023	SELL	$29.2 - $30.79 $14,249 - $15,025	-488 Reduced 1.75%	27,375 $842,000
Q1 2023 May 15, 2023	BUY	$28.16 - $29.33 $784,622 - $817,221	27,863 New	27,863 $814,000
Q1 2022 Feb 08, 2024	BUY	$28.11 - $29.69 $328,043 - $346,482	11,670 Added 76.09%	27,008 $792,000

Others Institutions Holding PFEB

# of Institutions

193

Shares Held

12.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Kingsview Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History