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 $1.92 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
53,070
Previous 59,670
11.06%
Holding current value
$1.92 Million
Previous $1.82 Million
4.68%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding PFEB
# of Institutions
195Shares Held
12.8MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.76MShares$99.9 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.28MShares$46.4 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ805KShares$29.2 Million0.07% of portfolio
-
Leigh Baldwin & Co., LLC Cazenovia, NY420KShares$15.2 Million0.36% of portfolio
-
Steward Financial Group LLC406KShares$14.7 Million3.92% of portfolio