A detailed history of M Holdings Securities, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, M Holdings Securities, Inc. holds 12,167 shares of PSEP stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,167
Previous 476 2456.09%
Holding current value
$0
Previous $12.2 Million 96.09%
% of portfolio
0.08%
Previous 0.17%

Shares

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

Feb 13, 2025

BUY
N/A
11,691 Added 2456.09%
12,167 $476,000
Q4 2024

Feb 11, 2025

SELL
N/A
-11,722 Reduced 96.1%
476 $12.2 Million
Q3 2024

Nov 12, 2024

SELL
N/A
-100 Reduced 0.81%
12,198 $470,000
Q1 2024

May 14, 2024

SELL
N/A
-16 Reduced 0.13%
12,298 $449,000
Q4 2023

Feb 14, 2024

SELL
N/A
-30 Reduced 0.24%
12,314 $428,000
Q3 2023

Feb 14, 2024

BUY
N/A
12,344 New
12,344 $400,000
Q4 2022

Feb 10, 2023

SELL
N/A
-2,570 Reduced 7.74%
30,655 $897,000
Q3 2022

Nov 16, 2022

BUY
N/A
33,225 New
33,225 $924,000

Others Institutions Holding PSEP

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PSEP
More about PSEP
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.