Straight Path Wealth Management »

Innovator S&p 500 Pwr Buffer shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Innovator S&p 500 Pwr Buffer (PFEB) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path 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 Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Innovator S&p 500 Pwr Buffer by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $456k 13k 36.04
2024-06-30 $466k 13k 35.13
2024-03-31 $453k 13k 34.16
2021-12-31 $1.6M 56k 29.23