Avantax Planning Partners, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Planning Partners, Inc.

  • $3.45 Billion
  • Q3 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 5,952 shares of POCT stock, worth $257,066. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,952
Previous 5,952 -0.0%
Holding current value
$257,066
Previous $245,000 4.49%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$38.53 - $40.49 $20,960 - $22,026
-544 Reduced 8.37%
5,952 $231,000
Q4 2024

Feb 07, 2025
SELL
$38.63 - $40.03 $3,901 - $4,043
-101 Reduced 1.53%
6,496 $257,000
Q3 2024

Nov 13, 2024
SELL
$37.79 - $38.95 $7,898 - $8,140
-209 Reduced 3.07%
6,597 $256,000
Q2 2024

Aug 09, 2024
BUY
$37.05 - $38.29 $14,486 - $14,971
391 Added 6.1%
6,806 $260,000
Q1 2024

May 02, 2024
BUY
$35.88 - $37.5 $230,170 - $240,562
6,415 New
6,415 $240,000

Others Institutions Holding POCT

# of Institutions
238
Shares Held
19.9M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

POCT Quotes by TradingView
  • Ticker POCT
  • Sector ETFs
  • Industry ETFs
More about POCT
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