Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History

Keystone Wealth Services, LLC

$340 Million
Q1 2025

A detailed history of Keystone Wealth Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 21,796 shares of PFEB stock, worth $754,795. This represents 0.23% of its overall portfolio holdings.

Number of Shares

21,796

Previous 21,901 0.48%

Holding current value

$754,795

Previous $805,000 3.11%

% of portfolio

0.23%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$35.54 - $37.44 $3,731 - $3,931	-105 Reduced 0.48%	21,796 $780,000
Q4 2024 Feb 06, 2025	SELL	$35.94 - $36.85 $194,579 - $199,505	-5,414 Reduced 19.82%	21,901 $805,000
Q3 2024 Oct 15, 2024	SELL	$34.29 - $36.04 $129,410 - $136,014	-3,774 Reduced 12.14%	27,315 $984,000
Q1 2024 Apr 12, 2024	SELL	$32.55 - $34.16 $390 - $409	-12 Reduced 0.04%	31,089 $1.06 Million
Q4 2023 Jan 17, 2024	SELL	$29.66 - $32.66 $148 - $163	-5 Reduced 0.02%	31,101 $1.02 Million
Q1 2023 Apr 07, 2023	BUY	$28.16 - $29.33 $875,944 - $912,338	31,106 New	31,106 $909,000
Q1 2022 Apr 21, 2022	BUY	$28.11 - $29.69 $261,423 - $276,117	9,300 New	9,300 $273,000

Others Institutions Holding PFEB

# of Institutions

201

Shares Held

13.3M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Keystone Wealth Services, LLC Innovator U.S. Equity Power Bu Transaction History