Visionary Wealth Advisors Innovator U.S. Equity Power Bu Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Visionary Wealth Advisors holds 52,115 shares of PFEB stock, worth $1.93 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

52,115

Previous 53,022 1.71%

Holding current value

$1.93 Million

Previous $1.91 Million 0.37%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$35.94 - $36.85 $32,597 - $33,422	-907 Reduced 1.71%	52,115 $1.92 Million
Q3 2024 Nov 12, 2024	SELL	$34.29 - $36.04 $6,652 - $6,991	-194 Reduced 0.36%	53,022 $1.91 Million
Q2 2024 Aug 13, 2024	SELL	$33.41 - $35.14 $19,444 - $20,451	-582 Reduced 1.08%	53,216 $1.87 Million
Q1 2024 May 15, 2024	BUY	$32.55 - $34.16 $213,202 - $223,747	6,550 Added 13.86%	53,798 $1.84 Million
Q4 2023 Feb 14, 2024	SELL	$29.66 - $32.66 $15,274 - $16,819	-515 Reduced 1.08%	47,248 $1.54 Million
Q2 2023 Aug 11, 2023	SELL	$29.2 - $30.79 $1,138 - $1,200	-39 Reduced 0.08%	47,763 $1.47 Million
Q1 2023 May 15, 2023	BUY	$28.16 - $29.33 $1.05 Million - $1.09 Million	37,330 Added 356.47%	47,802 $1.4 Million
Q4 2022 Feb 13, 2023	SELL	$26.59 - $28.58 $19,543 - $21,006	-735 Reduced 6.56%	10,472 $297,000
Q1 2022 May 12, 2022	BUY	$28.11 - $29.69 $315,028 - $332,735	11,207 New	11,207 $329,000

Others Institutions Holding PFEB

# of Institutions

193

Shares Held

12.7M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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Visionary Wealth Advisors Innovator U.S. Equity Power Bu Transaction History