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

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

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 221,202 shares of PFEB stock, worth $8.21 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
221,202
Previous 231,223 4.33%
Holding current value
$8.21 Million
Previous $8.12 Million 1.85%
% of portfolio
0.05%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$34.29 - $36.04 $343,620 - $361,156
-10,021 Reduced 4.33%
221,202 $7.97 Million
Q2 2024

Aug 14, 2024
BUY
$33.41 - $35.14 $7.73 Million - $8.13 Million
231,223 New
231,223 $8.12 Million

Others Institutions Holding PFEB

# of Institutions
179
Shares Held
12.3M
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
Track This Portfolio

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email