Beacon Financial Advisory LLC Innovator U.S. Equity Power Bu Transaction History

Beacon Financial Advisory LLC

  • $280 Million
  • Q4 2024

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 9,250 shares of PFEB stock, worth $343,360. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,250
Previous 12,250 24.49%
Holding current value
$343,360
Previous $441,000 22.9%
% of portfolio
0.12%
Previous 0.16%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$35.94 - $36.85 $107,820 - $110,550
-3,000 Reduced 24.49%
9,250 $340,000
Q1 2024

May 01, 2024
BUY
$32.55 - $34.16 $398,737 - $418,459
12,250 New
12,250 $418,000

Others Institutions Holding PFEB

# of Institutions
179
Shares Held
12.3M
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email