Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History
Straight Path Wealth Management
- $228 Million
- Q4 2024
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 12,641 shares of PFEB stock, worth $454,317. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,641
Previous 12,641
-0.0%
Holding current value
$454,317
Previous $455,000
2.2%
% of portfolio
0.2%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
195Shares Held
12.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$99.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$46 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$28.9 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15.1 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.6 Million3.92% of portfolio