Kovitz Investment Group Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 329,192 shares of PFEB stock, worth $12.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
329,192
Previous 329,192 -0.0%
Holding current value
$12.7 Million
Previous $11.8 Million -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

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

May 13, 2025
BUY
$35.54 - $37.44 $3.91 Million - $4.12 Million
110,070 Added 50.23%
329,192 $11.8 Million
Q4 2024

Feb 14, 2025
SELL
$35.94 - $36.85 $74,755 - $76,648
-2,080 Reduced 0.94%
219,122 $8.06 Million
Q3 2024

Nov 14, 2024
SELL
$34.29 - $36.04 $343,620 - $361,156
-10,021 Reduced 4.33%
221,202 $7.97 Million
Q2 2024

Aug 14, 2024
BUY
$33.41 - $35.14 $7.73 Million - $8.13 Million
231,223 New
231,223 $8.12 Million

Others Institutions Holding PFEB

# of Institutions
229
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
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