Visionary Wealth Advisors Innovator U.S. Equity Power Bu Transaction History

Visionary Wealth Advisors

$1.57 Billion
Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,289 shares of POCT stock, worth $210,872. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,289

Previous 10,541 49.82%

Holding current value

$210,872

Previous $403,000 48.88%

% of portfolio

0.01%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$37.79 - $38.95 $198,473 - $204,565	-5,252 Reduced 49.82%	5,289 $206,000
Q1 2024 May 15, 2024	SELL	$35.88 - $37.5 $17,940 - $18,750	-500 Reduced 4.53%	10,541 $395,000
Q4 2023 Feb 14, 2024	BUY	$33.24 - $36.16 $367,002 - $399,242	11,041 New	11,041 $398,000
Q1 2023 May 15, 2023	SELL	$29.91 - $31.63 $154,036 - $162,894	-5,150 Reduced 33.12%	10,400 $328,000
Q4 2022 Feb 13, 2023	SELL	$28.48 - $30.65 $5,696 - $6,130	-200 Reduced 1.27%	15,550 $468,000
Q4 2021 Feb 14, 2022	BUY	$29.29 - $30.47 $461,317 - $479,902	15,750 New	15,750 $480,000

Others Institutions Holding POCT

# of Institutions

180

Shares Held

12M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
Sector ETFs
Industry ETFs

More about POCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Account

Visionary Wealth Advisors Innovator U.S. Equity Power Bu Transaction History