Transform Wealth, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Innovator Etfs Tr S&P 500 Pwr stock. As of the latest transaction made, Transform Wealth, LLC holds 6,110 shares of PMAY stock, worth $209,389. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,110

Holding current value

$209,389

% of portfolio

0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$32.47 - $34.15 $198,391 - $208,656	6,110 New	6,110 $208,000
Q4 2023 Jan 18, 2024	SELL	$28.85 - $31.49 $37,274 - $40,685	-1,292 Reduced 14.48%	7,633 $240,000
Q3 2023 Oct 10, 2023	SELL	$29.39 - $30.19 $79,029 - $81,180	-2,689 Reduced 23.15%	8,925 $263,000
Q2 2023 Jul 13, 2023	SELL	$28.31 - $29.85 $1.03 Million - $1.09 Million	-36,522 Reduced 75.87%	11,614 $346,000
Q1 2023 Apr 14, 2023	SELL	$27.9 - $29.3 $11.1 Million - $11.7 Million	-398,986 Reduced 89.23%	48,136 $1.39 Million
Q4 2022 Jan 12, 2023	BUY	$26.8 - $28.97 $12 Million - $13 Million	447,122 New	447,122 $0
Q2 2022 Jul 15, 2022	BUY	$26.88 - $30.77 $7.35 Million - $8.41 Million	273,340 New	273,340 $7.47 Million
Q3 2021 Oct 15, 2021	SELL	$29.17 - $30.05 $8.42 Million - $8.68 Million	-288,719 Closed	0 $0
Q2 2021 Jul 20, 2021	BUY	$28.46 - $29.49 $8.22 Million - $8.51 Million	288,719 New	288,719 $8.5 Million
Q3 2020 Oct 21, 2020	SELL	$26.62 - $27.68 $10 Million - $10.4 Million	-375,505 Closed	0 $0
Q2 2020 Jul 22, 2020	BUY	$25.32 - $26.97 $9.51 Million - $10.1 Million	375,505 New	375,505 $9.98 Million

Others Institutions Holding PMAY

# of Institutions

181

Shares Held

13.1M

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
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Transform Wealth, LLC Innovator Etfs Tr S&P 500 Pwr Transaction History