Palo Alto Wealth Advisors, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Palo Alto Wealth Advisors, LLC

  • $145 Billion
  • Q2 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 8,660 shares of PMAY stock, worth $305,351. This represents 0.2% of its overall portfolio holdings.

Number of Shares
8,660
Previous 8,660 -0.0%
Holding current value
$305,351
Previous $281 Million 5.05%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$28.85 - $31.49 $38,659 - $42,196
-1,340 Reduced 13.4%
8,660 $273 Million
Q4 2022

Feb 07, 2023
BUY
$26.8 - $28.97 $268,000 - $289,700
10,000 New
10,000 $281 Million

Others Institutions Holding PMAY

# of Institutions
175
Shares Held
12.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR S&P 500 PWR

PMAY Quotes by TradingView
  • Ticker PMAY
  • Sector ETFs
  • Industry ETFs
More about PMAY
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