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

Transform Wealth, LLC

$1.31 Billion
Q2 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 10,357 shares of PFEB stock, worth $367,569. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,357

Holding current value

$367,569

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 15, 2024	BUY	$33.41 - $35.14 $346,027 - $363,944	10,357 New	10,357 $363,000

Others Institutions Holding PFEB

# of Institutions

190

Shares Held

16M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.96M
Shares

$105 Million
0.04% of portfolio
Gradient Investments LLC

2.25M
Shares

$79.7 Million
2.25% of portfolio
Penserra Capital Management LLC Orinda, CA

1.04M
Shares

$36.9 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

889K
Shares

$31.5 Million
0.08% of portfolio
Janney Montgomery Scott LLC

561K
Shares

$19.9 Million
0.06% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

More about PFEB

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