Heritage Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Heritage Wealth Partners, LLC

$79.7 Billion
Q4 2024

A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 53,447 shares of PDEC stock, worth $0. This represents 2.58% of its overall portfolio holdings.

Number of Shares

53,447

Holding current value

% of portfolio

2.58%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	N/A	53,447 New	53,447 $2.05 Billion

Others Institutions Holding PDEC

# of Institutions

184

Shares Held

18.6M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

4.93M
Shares

$0
0.0% of portfolio
Strategic Wealth Partners Group LLC Deerfield, IL

1.08M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.03M
Shares

$0
0.85% of portfolio
Kovitz Investment Group Partners, LLC

977K
Shares

$0
0.0% of portfolio
Brookstone Capital Management

951K
Shares

$0
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PDEC

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Heritage Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History