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 6,831 shares of POCT stock, worth $274,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,831
Previous 6,348 7.61%
Holding current value
$274,537
Previous $247,000 9.31%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$38.63 - $40.03 $18,658 - $19,334
483 Added 7.61%
6,831 $270,000
Q3 2024

Nov 12, 2024
SELL
$37.79 - $38.95 $1,889 - $1,947
-50 Reduced 0.78%
6,348 $247,000
Q2 2024

Aug 14, 2024
SELL
$37.05 - $38.29 $114,854 - $118,699
-3,100 Reduced 32.64%
6,398 $244,000
Q1 2024

May 09, 2024
SELL
$35.88 - $37.5 $34,803 - $36,375
-970 Reduced 9.27%
9,498 $356,000
Q4 2023

Feb 08, 2024
SELL
$33.24 - $36.16 $831 - $903
-25 Reduced 0.24%
10,468 $378,000
Q3 2023

Nov 07, 2023
SELL
$33.33 - $34.11 $15,465 - $15,827
-464 Reduced 4.23%
10,493 $356,000
Q2 2023

Aug 10, 2023
SELL
$31.61 - $33.47 $177,205 - $187,632
-5,606 Reduced 33.85%
10,957 $366,000
Q1 2023

May 15, 2023
SELL
$29.91 - $31.63 $2,991 - $3,163
-100 Reduced 0.6%
16,563 $523,000
Q4 2022

Feb 13, 2023
SELL
$28.48 - $30.65 $54,852 - $59,031
-1,926 Reduced 10.36%
16,663 $501,000
Q3 2022

Nov 14, 2022
BUY
$28.19 - $29.67 $97,368 - $102,480
3,454 Added 22.82%
18,589 $532,000
Q2 2022

Aug 16, 2022
BUY
$27.6 - $30.33 $159,224 - $174,973
5,769 Added 61.6%
15,135 $425,000
Q1 2022

Feb 08, 2024
BUY
$29.01 - $30.55 $60,775 - $64,002
2,095 Added 20.01%
12,563 $379,000
Q4 2021

Feb 17, 2022
BUY
$29.29 - $30.47 $274,330 - $285,382
9,366 New
9,366 $285,000
Q2 2021

Aug 17, 2021
SELL
$28.56 - $29.12 $363,140 - $370,260
-12,715 Closed
0 $0
Q1 2021

May 24, 2021
SELL
$27.5 - $28.5 $15,125 - $15,675
-550 Reduced 4.15%
12,715 $363,000
Q4 2020

Feb 16, 2021
BUY
$26.07 - $27.82 $345,818 - $369,032
13,265 New
13,265 $369,000

Others Institutions Holding POCT

# of Institutions
191
Shares Held
13.4M
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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