Mc Alister, Sweet & Associates, Inc. Innovator U.S. Equity Power Bu Transaction History
Mc Alister, Sweet & Associates, Inc.
- $94.8 Million
- Q2 2025
A detailed history of Mc Alister, Sweet & Associates, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Mc Alister, Sweet & Associates, Inc. holds 81,632 shares of PFEB stock, worth $3.16 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
81,632
Previous 81,290
0.42%
Holding current value
$3.16 Million
Previous $2.91 Million
6.67%
% of portfolio
3.27%
Previous 2.26%
Shares
9 transactions
Others Institutions Holding PFEB
# of Institutions
229Shares Held
18.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.72MShares$144 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.54MShares$59.7 Million0.82% of portfolio
-
Commonwealth Equity Services, LLC1.16MShares$44.8 Million0.06% of portfolio
-
Brookstone Capital Management989KShares$38.3 Million0.57% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ723KShares$28 Million0.06% of portfolio