Innovator S&p 500 Pwr Buffer shares owned by Brown Wealth Management
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Brown Wealth Management
from 13F filings
Historical chart of Brown Wealth Management investment in Innovator S&p 500 Pwr Buffer
Tip: Access up to 7 years of quarterly data
All positions including Innovator S&p 500 Pwr Buffer held by Brown Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Innovator S&p 500 Pwr Buffer by Brown Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $302k | 8.6k | 35.13 |
2024-03-31 | $288k | 8.4k | 34.16 |
2023-12-31 | $268k | 8.2k | 32.65 |
2023-09-30 | $250k | 8.2k | 30.46 |
2023-06-30 | $253k | 8.2k | 30.79 |