A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 7,383 shares of PFEB stock, worth $269,922. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,383
Previous 7,383 -0.0%
Holding current value
$269,922
Previous $259,000 2.7%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$33.41 - $35.14 $98,793 - $103,908
-2,957 Reduced 28.6%
7,383 $259,000
Q1 2024

Apr 22, 2024

BUY
$32.55 - $34.16 $131,567 - $138,074
4,042 Added 64.18%
10,340 $353,000
Q4 2023

Jan 29, 2024

SELL
$29.66 - $32.66 $76,196 - $83,903
-2,569 Reduced 28.97%
6,298 $205,000
Q1 2023

Apr 18, 2023

BUY
$28.16 - $29.33 $249,694 - $260,069
8,867 New
8,867 $259,000

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC 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 Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.