A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 9,105 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,105
Previous 14,217 35.96%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

SELL
N/A
-5,112 Reduced 35.96%
9,105 $0
Q4 2023

Feb 06, 2024

BUY
N/A
2,397 Added 20.28%
14,217 $0
Q3 2023

Oct 19, 2023

BUY
N/A
2,605 Added 28.27%
11,820 $0
Q2 2023

Aug 04, 2023

BUY
N/A
9,215 New
9,215 $0
Q4 2022

Feb 03, 2023

BUY
N/A
1,793 Added 19.87%
10,816 $0
Q3 2022

Nov 01, 2022

BUY
N/A
9,023 New
9,023 $251,000

Others Institutions Holding PSEP

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PSEP
More about PSEP
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, 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 U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.