Wealth Plan Investment Management, LLC Innovator U.S. Equity Power Bu Transaction History
Wealth Plan Investment Management, LLC
- $923 Million
- Q3 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 13,288 shares of PFEB stock, worth $489,529. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,288
Previous 14,086
5.67%
Holding current value
$489,529
Previous $494,000
3.24%
% of portfolio
0.05%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding PFEB
# of Institutions
187Shares Held
14.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$105 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$83.6 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.5 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.1 Million0.02% of portfolio