Straight Path Wealth Management Innovator U.S. Equity Power Bu Transaction History

Straight Path Wealth Management

  • $218 Million
  • Q1 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 $618,657. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,644
Previous 12,641 31.67%
Holding current value
$618,657
Previous $465,000 28.17%
% of portfolio
0.27%
Previous 0.2%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$35.54 - $37.44 $142,266 - $149,872
4,003 Added 31.67%
16,644 $596,000
Q3 2024

Nov 06, 2024
SELL
$34.29 - $36.04 $21,191 - $22,272
-618 Reduced 4.66%
12,641 $455,000
Q1 2024

Apr 30, 2024
BUY
$32.55 - $34.16 $431,580 - $452,927
13,259 New
13,259 $452,000
Q1 2022

Apr 29, 2022
SELL
$28.11 - $29.69 $1.58 Million - $1.66 Million
-56,031 Closed
0 $0
Q4 2021

Jan 26, 2022
BUY
$28.56 - $29.26 $1.6 Million - $1.64 Million
56,031 New
56,031 $1.64 Million

Others Institutions Holding PFEB

# of Institutions
226
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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