Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History
Wealth Plan Investment Management, LLC
- $590 Million
- Q1 2024
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 15,323 shares of PFEB stock, worth $539,982. This represents 0.09% of its overall portfolio holdings.
Number of Shares
15,323
Previous 7,297
109.99%
Holding current value
$539,982
Previous $238,000
119.75%
% of portfolio
0.09%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding PFEB
# of Institutions
188Shares Held
15.7MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.03MShares$107 Million0.04% of portfolio
-
Gradient Investments LLC2.25MShares$79.2 Million2.25% of portfolio
-
Penserra Capital Management LLC Orinda, CA1MShares$35.3 Million0.43% of portfolio
-
Commonwealth Equity Services, LLC579KShares$20.4 Million0.03% of portfolio
-
Janney Montgomery Scott LLC561KShares$19.8 Million0.06% of portfolio