Phillips Financial Management, LLC Innovator U.S. Equity Power Bu Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Phillips Financial Management, LLC holds 1,826 shares of PMAR stock, worth $79,960. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,826
Previous 1,825
0.05%
Holding current value
$79,960
Previous $77,000
3.9%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMAR
# of Institutions
207Shares Held
11.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.67MShares$73 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.39MShares$60.7 Million0.82% of portfolio
-
Southland Equity Partners LLC Wildwood, MO724KShares$31.7 Million6.43% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ692KShares$30.3 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC324KShares$14.2 Million0.02% of portfolio