A detailed history of Mc Alister, Sweet & Associates, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Mc Alister, Sweet & Associates, Inc. holds 62,460 shares of PFEB stock, worth $2.27 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares
62,460
Previous 52,191 19.68%
Holding current value
$2.27 Million
Previous $1.83 Million 22.8%
% of portfolio
1.86%
Previous 1.35%

Shares

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

Oct 02, 2024

BUY
$34.29 - $36.04 $352,124 - $370,094
10,269 Added 19.68%
62,460 $2.25 Million
Q2 2024

Jul 02, 2024

SELL
$33.41 - $35.14 $21,215 - $22,313
-635 Reduced 1.2%
52,191 $1.83 Million
Q1 2024

Apr 02, 2024

BUY
$32.55 - $34.16 $108,749 - $114,128
3,341 Added 6.75%
52,826 $1.8 Million
Q4 2023

Jan 04, 2024

SELL
$29.66 - $32.66 $19,338 - $21,294
-652 Reduced 1.3%
49,485 $1.62 Million
Q3 2023

Oct 03, 2023

BUY
$30.36 - $31.28 $16,940 - $17,454
558 Added 1.13%
50,137 $1.53 Million
Q2 2023

Jul 05, 2023

BUY
$29.2 - $30.79 $132,013 - $139,201
4,521 Added 10.03%
49,579 $1.53 Million
Q1 2023

Apr 05, 2023

BUY
$28.16 - $29.33 $1.27 Million - $1.32 Million
45,058 New
45,058 $1.32 Million

Others Institutions Holding PFEB

About INNOVATOR U.S. EQUITY POWER BU


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