Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History
Straight Path Wealth Management
- $373 Million
- Q3 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 $664,594. This represents 0.18% of its overall portfolio holdings.
Number of Shares
16,644
Previous 16,644
-0.0%
Holding current value
$664,594
Previous $632,000
4.43%
% of portfolio
0.18%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding PFEB
# of Institutions
221Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.57MShares$62.6 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$50.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$41 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.5 Million0.53% of portfolio