Family Wealth Group, LLC Innovator U.S. Equity Power Bu Transaction History

Family Wealth Group, LLC

  • $105 Million
  • Q3 2025

Shares

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

May 14, 2025
SELL
N/A
-32,914 Closed
0 $0
Q4 2024

May 14, 2025
BUY
N/A
3,107 Added 10.42%
32,914 $0
Q3 2024

Apr 01, 2025
BUY
N/A
5,213 Added 21.2%
29,807 $0
Q3 2024

Nov 14, 2024
BUY
N/A
24,594 New
24,594 $0

Others Institutions Holding PSEP

# of Institutions
235
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Family Wealth Group, LLC Portfolio

Follow Family Wealth Group, 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 Family Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email