Smith Shellnut Wilson LLC Innovator U.S. Equity Power Bu Transaction History
Smith Shellnut Wilson LLC
- $215 Million
- Q1 2025
A detailed history of Smith Shellnut Wilson LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 8,712 shares of PFEB stock, worth $310,931. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,712
Previous 8,212
6.09%
Holding current value
$310,931
Previous $302,000
3.31%
% of portfolio
0.15%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding PFEB
# of Institutions
210Shares Held
14.6MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$98.4 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.33MShares$47.3 Million0.85% of portfolio
-
Brookstone Capital Management1.01MShares$36.1 Million0.6% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.7 Million0.07% of portfolio
-
Wealth Enhancement Advisory Services, LLC424KShares$15.1 Million0.03% of portfolio