Ptm Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Ptm Wealth Management, LLC
- $151 Billion
- Q2 2025
A detailed history of Ptm Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 19,712 shares of POCT stock, worth $830,269. This represents 0.54% of its overall portfolio holdings.
Number of Shares
19,712
Previous 19,794
0.41%
Holding current value
$830,269
Previous $720 Million
13.97%
% of portfolio
0.54%
Previous 0.76%
Shares
2 transactions
Others Institutions Holding POCT
# of Institutions
231Shares Held
16.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.83MShares$77.2 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.42MShares$59.8 Million0.82% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ753KShares$31.7 Million0.07% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL739KShares$31.1 Million0.01% of portfolio
-
Envestnet Asset Management Inc509KShares$21.5 Million0.01% of portfolio