Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

$493 Billion
Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,981 shares of PFEB stock, worth $386,564. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,981

Previous 6,133 62.74%

Holding current value

$386,564

Previous $226 Million 58.41%

% of portfolio

0.07%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$35.54 - $37.44 $136,757 - $144,069	3,848 Added 62.74%	9,981 $358 Million
Q4 2024 Jan 27, 2025	SELL	$35.94 - $36.85 $45,715 - $46,873	-1,272 Reduced 17.18%	6,133 $226 Million
Q3 2024 Oct 28, 2024	SELL	$34.29 - $36.04 $70,431 - $74,026	-2,054 Reduced 21.71%	7,405 $267 Million
Q2 2024 Sep 11, 2024	SELL	$33.41 - $35.14 $467 - $491	-14 Reduced 0.15%	9,459 $332 Million
Q1 2024 Sep 11, 2024	BUY	$32.55 - $34.16 $308,346 - $323,597	9,473 New	9,473 $324 Million
Q4 2023 Sep 11, 2024	SELL	$29.66 - $32.66 $255,728 - $281,594	-8,622 Closed	0 $0
Q2 2023 Sep 11, 2024	SELL	$29.2 - $30.79 $40,091 - $42,274	-1,373 Reduced 13.74%	8,622 $265 Million
Q1 2023 Sep 11, 2024	BUY	$28.16 - $29.33 $281,459 - $293,153	9,995 New	9,995 $292 Million

Others Institutions Holding PFEB

# of Institutions

229

Shares Held

18.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History