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

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 14,171 shares of PFEB stock, worth $546,575. This represents 0.11% of its overall portfolio holdings.

Number of Shares
14,171
Previous 14,676 3.44%
Holding current value
$546,575
Previous $526 Million 2.46%
% of portfolio
0.11%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$33.46 - $38.01 $16,897 - $19,195
-505 Reduced 3.44%
14,171 $539 Million
Q1 2025

May 14, 2025
BUY
$35.54 - $37.44 $93,790 - $98,804
2,639 Added 21.92%
14,676 $526 Million
Q4 2024

Feb 06, 2025
SELL
$35.94 - $36.85 $24,043 - $24,652
-669 Reduced 5.27%
12,037 $443 Million
Q2 2024

Jul 18, 2024
BUY
$33.41 - $35.14 $424,507 - $446,488
12,706 New
12,706 $446 Million

Others Institutions Holding PFEB

# of Institutions
230
Shares Held
18.1M
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 Triad Wealth Partners, LLC Portfolio

Follow Triad 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 Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email