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 5,746 shares of POCT stock, worth $248,169. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,746
Previous 5,218
10.12%
Holding current value
$248,169
Previous $215,000
14.88%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio