A detailed history of Kingsview Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 18,933 shares of PFEB stock, worth $686,699. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,933
Previous 16,735 13.13%
Holding current value
$686,699
Previous $571,000 16.46%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$33.41 - $35.14 $73,435 - $77,237
2,198 Added 13.13%
18,933 $665,000
Q1 2024

May 09, 2024

BUY
$32.55 - $34.16 $45,472 - $47,721
1,397 Added 9.11%
16,735 $571,000
Q4 2023

Feb 08, 2024

SELL
$29.66 - $32.66 $323,234 - $355,928
-10,898 Reduced 41.54%
15,338 $500,000
Q3 2023

Nov 07, 2023

SELL
$30.36 - $31.28 $34,580 - $35,627
-1,139 Reduced 4.16%
26,236 $799,000
Q2 2023

Aug 10, 2023

SELL
$29.2 - $30.79 $14,249 - $15,025
-488 Reduced 1.75%
27,375 $842,000
Q1 2023

May 15, 2023

BUY
$28.16 - $29.33 $784,622 - $817,221
27,863 New
27,863 $814,000
Q1 2022

Feb 08, 2024

BUY
$28.11 - $29.69 $328,043 - $346,482
11,670 Added 76.09%
27,008 $792,000

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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