Innovator S&p 500 Pwr Buffer shares owned by Keystone Wealth Services
Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Keystone Wealth Services
from 13F filings
Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $984k | 27k | 36.04 |
2024-06-30 | $1.1M | 31k | 35.13 |
2024-03-31 | $1.1M | 31k | 34.16 |
2023-12-31 | $1.0M | 31k | 32.65 |
2023-09-30 | $947k | 31k | 30.46 |
2023-06-30 | $958k | 31k | 30.79 |
2023-03-31 | $909k | 31k | 29.23 |
2022-06-30 | $251k | 9.3k | 26.99 |
2022-03-31 | $273k | 9.3k | 29.35 |