Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 2025
A detailed history of Straight Path Wealth Management transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Straight Path Wealth Management holds 16,644 shares of PFEB stock, worth $661,765. This represents 0.24% of its overall portfolio holdings.
Number of Shares
16,644
Previous 16,644
-0.0%
Holding current value
$661,765
Previous $596,000
6.04%
% of portfolio
0.24%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding PFEB
# of Institutions
227Shares Held
18.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.67MShares$146 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.54MShares$61.3 Million0.82% of portfolio
-
Commonwealth Equity Services, LLC1.16MShares$46 Million0.06% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.16MShares$46 Million0.08% of portfolio
-
Brookstone Capital Management989KShares$39.3 Million0.57% of portfolio