Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History

Wealth Plan Investment Management, LLC

  • $1.27 Billion
  • Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 10,880 shares of PFEB stock, worth $429,651. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,880
Previous 13,402 18.82%
Holding current value
$429,651
Previous $480,000 13.96%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Jul 28, 2025
SELL
$33.46 - $38.01 $84,386 - $95,861
-2,522 Reduced 18.82%
10,880 $413,000
Q1 2025

May 09, 2025
BUY
$35.54 - $37.44 $48,618 - $51,217
1,368 Added 11.37%
13,402 $480,000
Q4 2024

Jan 30, 2025
SELL
$35.94 - $36.85 $45,068 - $46,209
-1,254 Reduced 9.44%
12,034 $442,000
Q3 2024

Nov 05, 2024
SELL
$34.29 - $36.04 $27,363 - $28,759
-798 Reduced 5.67%
13,288 $478,000
Q2 2024

Aug 09, 2024
SELL
$33.41 - $35.14 $41,328 - $43,468
-1,237 Reduced 8.07%
14,086 $494,000
Q1 2024

May 16, 2024
BUY
$32.55 - $34.16 $261,246 - $274,168
8,026 Added 109.99%
15,323 $523,000
Q4 2023

Jan 05, 2024
SELL
$29.66 - $32.66 $1,245 - $1,371
-42 Reduced 0.57%
7,297 $238,000
Q3 2023

Nov 15, 2023
BUY
$30.36 - $31.28 $222,812 - $229,563
7,339 New
7,339 $223,000
Q2 2023

Aug 14, 2023
SELL
$29.2 - $30.79 $2.59 Million - $2.73 Million
-88,721 Reduced 96.71%
3,018 $92,000
Q2 2023

Jul 25, 2023
BUY
$29.2 - $30.79 $2.46 Million - $2.59 Million
84,088 Added 1099.05%
91,739 $2.82 Million
Q1 2023

May 08, 2023
SELL
$28.16 - $29.33 $54,545 - $56,812
-1,937 Reduced 20.2%
7,651 $223,000
Q4 2022

Feb 15, 2023
SELL
$26.59 - $28.58 $35,949 - $38,640
-1,352 Reduced 12.36%
9,588 $272,000
Q3 2022

Dec 12, 2022
SELL
$26.59 - $28.86 $3.15 Million - $3.42 Million
-118,390 Reduced 91.54%
10,940 $309,000
Q1 2022

Sep 07, 2022
BUY
$28.11 - $29.69 $3.64 Million - $3.84 Million
129,330 New
129,330 $3.62 Million

Others Institutions Holding PFEB

# of Institutions
227
Shares Held
18.5M
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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email