Clay Northam Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Clay Northam Wealth Management, LLC
- $169 Million
- Q3 2025
A detailed history of Clay Northam Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Clay Northam Wealth Management, LLC holds 5,500 shares of PFEB stock, worth $219,615. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,500
Previous 5,500
-0.0%
Holding current value
$219,615
Previous $209,000
4.31%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
218Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.59MShares$143 Million0.05% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.57MShares$62.6 Million0.81% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.26MShares$50.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC1.03MShares$41 Million0.05% of portfolio
-
Brookstone Capital Management965KShares$38.5 Million0.53% of portfolio