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

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Transform Wealth, LLC holds 7,416 shares of PAUG stock, worth $289,965. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,416

Previous 7,435 0.26%

Holding current value

$289,965

Previous $281,000 1.42%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$37.61 - $38.92 $714 - $739	-19 Reduced 0.26%	7,416 $285,000
Q2 2024 Jul 15, 2024	SELL	$34.4 - $36.54 $30,891 - $32,812	-898 Reduced 10.78%	7,435 $271,000
Q1 2024 Apr 15, 2024	SELL	$32.98 - $35.38 $4.54 Million - $4.87 Million	-137,554 Reduced 94.29%	8,333 $294,000
Q4 2023 Jan 18, 2024	SELL	$30.36 - $33.42 $3.66 Million - $4.03 Million	-120,488 Reduced 45.23%	145,887 $4.87 Million
Q3 2023 Oct 10, 2023	SELL	$30.83 - $32.2 $12.3 Million - $12.8 Million	-398,039 Reduced 59.91%	266,375 $8.27 Million
Q2 2023 Jul 13, 2023	BUY	$29.26 - $31.2 $19.4 Million - $20.7 Million	664,414 New	664,414 $20.7 Million

Others Institutions Holding PAUG

# of Institutions

213

Shares Held

17.8M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

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