A detailed history of Ascent Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ascent Wealth Partners, LLC holds 13,930 shares of PMAR stock, worth $549,956. This represents 0.08% of its overall portfolio holdings.

Number of Shares
13,930
Previous 16,683 16.5%
Holding current value
$549,956
Previous $632,000 13.61%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$36.89 - $39.25 $101,558 - $108,055
-2,753 Reduced 16.5%
13,930 $546,000
Q1 2024

May 01, 2024

BUY
$35.51 - $36.81 $592,413 - $614,101
16,683 New
16,683 $614,000

Others Institutions Holding PMAR

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PMAR
  • Sector ETFs
  • Industry ETFs
More about PMAR
Track This Portfolio

Track Ascent Wealth Partners, LLC Portfolio

Follow Ascent Wealth Partners, 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 Ascent Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ascent Wealth Partners, LLC with notifications on news.