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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

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 7,405 shares of PFEB stock, worth $270,726. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,405
Previous 9,459 21.71%
Holding current value
$270,726
Previous $332 Million 19.69%
% of portfolio
0.05%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
186
Shares Held
14.9M
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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email