Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 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 $465,694. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,641
Previous 13,259
4.66%
Holding current value
$465,694
Previous $465,000
2.15%
% of portfolio
0.22%
Previous 0.24%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
187Shares Held
14.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$105 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$83.6 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.5 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.1 Million0.02% of portfolio