Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History
Bernard Wealth Management Corp.
- $239 Billion
- Q3 2025
A detailed history of Bernard Wealth Management Corp. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3,594 shares of POCT stock, worth $155,224. This represents 0.06% of its overall portfolio holdings.
Number of Shares
3,594
Previous 3,594
-0.0%
Holding current value
$155,224
Previous $148 Million
4.36%
% of portfolio
0.06%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding POCT
# of Institutions
222Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio