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 38,600 shares of PSEP stock, worth $0. This represents 0.29% of its overall portfolio holdings.

Number of Shares
38,600
Previous 28,600 34.97%
Holding current value
$0
Previous $1.07 Billion 38.78%
% of portfolio
0.29%
Previous 0.22%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
N/A
10,000 Added 34.97%
38,600 $1.49 Billion
Q2 2024

Sep 11, 2024

SELL
N/A
-1,812 Reduced 5.96%
28,600 $1.07 Billion
Q1 2024

Sep 11, 2024

SELL
N/A
-41,573 Reduced 57.75%
30,412 $1.11 Billion
Q4 2023

Sep 11, 2024

SELL
N/A
-6,514 Reduced 8.3%
71,985 $2.5 Billion
Q3 2023

Sep 11, 2024

BUY
N/A
1,370 Added 1.78%
78,499 $2.54 Billion
Q2 2023

Sep 11, 2024

SELL
N/A
-2,105 Reduced 2.66%
77,129 $2.52 Billion
Q1 2023

Sep 11, 2024

SELL
N/A
-17,843 Reduced 18.38%
79,234 $2.43 Billion
Q4 2022

Sep 11, 2024

SELL
N/A
-201 Reduced 0.21%
97,077 $2.84 Billion
Q3 2022

Sep 11, 2024

BUY
N/A
90,022 Added 1240.66%
97,278 $2.71 Billion
Q4 2021

Sep 10, 2024

BUY
N/A
7,256 New
7,256 $221 Million
Q3 2020

Sep 10, 2024

BUY
N/A
8,217 New
8,217 $216 Million

Others Institutions Holding PSEP

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PSEP
More about PSEP
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