Captrust Financial Advisors Innovator U.S. Equity Power Bu Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Captrust Financial Advisors holds 5,980 shares of PFEB stock, worth $215,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,980
Previous 14,786 59.56%
Holding current value
$215,878
Previous $532,000 58.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 14, 2025
SELL
$35.94 - $36.85 $316,487 - $324,501
-8,806 Reduced 59.56%
5,980 $220,000
Q3 2024

Nov 14, 2024
SELL
$34.29 - $36.04 $34,975 - $36,760
-1,020 Reduced 6.45%
14,786 $532,000
Q1 2024

May 15, 2024
BUY
$32.55 - $34.16 $514,485 - $539,932
15,806 New
15,806 $539,000
Q2 2022

Aug 16, 2022
BUY
$26.41 - $29.51 $23,769 - $26,559
900 New
900 $24,000
Q1 2022

May 16, 2022
SELL
$28.11 - $29.69 $25,299 - $26,721
-900 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$28.56 - $29.26 $25,704 - $26,334
900 New
900 $26,000

Others Institutions Holding PFEB

# of Institutions
195
Shares Held
12.7M
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 Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors 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 Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email