Kingswood Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,311 shares of PFEB stock, worth $288,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,311
Previous 15,908 47.76%
Holding current value
$288,807
Previous $585 Million 49.15%
% of portfolio
0.01%
Previous 0.04%

Shares

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

Apr 21, 2025
SELL
$35.54 - $37.44 $269,997 - $284,431
-7,597 Reduced 47.76%
8,311 $298 Million
Q1 2024

Apr 15, 2024
BUY
$32.55 - $34.16 $517,805 - $543,417
15,908 New
15,908 $543 Million

Others Institutions Holding PFEB

# of Institutions
200
Shares Held
13.3M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PFEB Quotes by TradingView
  • Ticker PFEB
  • Sector ETFs
  • Industry ETFs
More about PFEB
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