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 $80,690. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,826
Previous 1,825
0.05%
Holding current value
$80,690
Previous $77,000
3.9%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding PMAR
# of Institutions
205Shares Held
11.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.64MShares$72.3 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.41MShares$62.2 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ798KShares$35.3 Million0.05% of portfolio
-
Southland Equity Partners LLC Wildwood, MO724KShares$32 Million6.43% of portfolio
-
Commonwealth Equity Services, LLC324KShares$14.3 Million0.02% of portfolio