Kingsview Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Kingsview Wealth Management, LLC

$3.97 Billion
Q2 2024

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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

192

Shares Held

15.5M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
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Kingsview Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History