Valmark Advisers, Inc. Innovator U.S. Equity Power Bu Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Valmark Advisers, Inc. holds 11,299 shares of PFEB stock, worth $423,034. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,299

Previous 12,755 11.42%

Holding current value

$423,034

Previous $459,000 9.59%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$35.94 - $36.85 $52,328 - $53,653	-1,456 Reduced 11.42%	11,299 $415,000
Q1 2024 May 03, 2024	BUY	$32.55 - $34.16 $117,733 - $123,556	3,617 Added 39.58%	12,755 $435,000
Q4 2023 Feb 02, 2024	SELL	$29.66 - $32.66 $258,042 - $284,141	-8,700 Reduced 48.77%	9,138 $298,000
Q3 2023 Nov 07, 2023	BUY	$30.36 - $31.28 $29,267 - $30,153	964 Added 5.71%	17,838 $543,000
Q1 2023 May 01, 2023	BUY	$28.16 - $29.33 $118,778 - $123,713	4,218 Added 33.33%	16,874 $493,000
Q2 2022 Aug 01, 2022	SELL	$26.41 - $29.51 $600,114 - $670,555	-22,723 Reduced 64.23%	12,656 $341,000
Q1 2022 May 10, 2022	BUY	$28.11 - $29.69 $142,039 - $150,023	5,053 Added 16.66%	35,379 $1.04 Million
Q4 2021 Feb 02, 2022	SELL	$28.56 - $29.26 $11,966 - $12,259	-419 Reduced 1.36%	30,326 $886,000
Q1 2021 May 04, 2021	BUY	$26.2 - $27.56 $805,519 - $847,332	30,745 New	30,745 $846,000

Others Institutions Holding PFEB

# of Institutions

193

Shares Held

12.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Valmark Advisers, Inc. Innovator U.S. Equity Power Bu Transaction History