Ptm Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History
Ptm Wealth Management, LLC
- $168 Billion
- Q3 2025
A detailed history of Ptm Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 19,672 shares of POCT stock, worth $849,633. This represents 0.51% of its overall portfolio holdings.
Number of Shares
19,672
Previous 19,712
0.2%
Holding current value
$849,633
Previous $820 Million
3.67%
% of portfolio
0.51%
Previous 0.54%
Shares
3 transactions
Others Institutions Holding POCT
# of Institutions
221Shares Held
18.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.98MShares$85.7 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC1.46MShares$63 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.44MShares$62.4 Million0.81% of portfolio
-
Cerity Partners LLC New York, NY1.16MShares$50 Million0.08% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ703KShares$30.4 Million0.05% of portfolio