Kovitz Investment Group Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Kovitz Investment Group Partners, LLC

  • $23.6 Billion
  • Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 349,585 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
349,585
Previous 240,622 45.28%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
N/A
108,963 Added 45.28%
349,585 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,831 Added 0.77%
240,622 $0
Q1 2025

May 13, 2025
SELL
N/A
-7,575 Reduced 3.07%
238,791 $0
Q4 2024

Aug 25, 2025
BUY
N/A
5,744 Added 2.39%
246,366 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-1,698 Reduced 0.68%
246,366 $0
Q3 2024

Nov 14, 2024
BUY
N/A
30,654 Added 14.1%
248,064 $0
Q2 2024

Aug 14, 2024
BUY
N/A
217,410 New
217,410 $0

Others Institutions Holding PSEP

# of Institutions
234
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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