Wealthsource Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Wealthsource Partners, LLC holds 53,070 shares of PFEB stock, worth $1.97 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
53,070
Previous 59,670 11.06%
Holding current value
$1.97 Million
Previous $1.82 Million 4.68%
% of portfolio
0.11%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$29.66 - $32.66 $195,756 - $215,555
-6,600 Reduced 11.06%
53,070 $1.73 Million
Q3 2023

Nov 09, 2023
SELL
$30.36 - $31.28 $69,828 - $71,944
-2,300 Reduced 3.71%
59,670 $1.82 Million
Q2 2023

Aug 14, 2023
SELL
$29.2 - $30.79 $149,650 - $157,798
-5,125 Reduced 7.64%
61,970 $1.91 Million
Q1 2023

May 15, 2023
BUY
$28.16 - $29.33 $1.89 Million - $1.97 Million
67,095 New
67,095 $1.96 Million

Others Institutions Holding PFEB

# of Institutions
226
Shares Held
17.9M
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
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