Sequent Planning LLC Innovator U.S. Equity Power Bu Transaction History

Sequent Planning LLC

$290 Billion
Q3 2024

A detailed history of Sequent Planning LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sequent Planning LLC holds 6,753 shares of PFEB stock, worth $250,198. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,753

Holding current value

$250,198

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$34.29 - $36.04 $231,560 - $243,378	6,753 New	6,753 $243 Million

Others Institutions Holding PFEB

# of Institutions

180

Shares Held

12.4M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.84M
Shares

$105 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.1M
Shares

$40.8 Million
0.86% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

853K
Shares

$31.6 Million
0.07% of portfolio
Commonwealth Equity Services, LLC

436K
Shares

$16.2 Million
0.02% of portfolio
Steward Financial Group LLC

406K
Shares

$15 Million
3.92% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

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Sequent Planning LLC Innovator U.S. Equity Power Bu Transaction History