Lewis Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History
Lewis Asset Management, LLC
- $137 Billion
- Q3 2024
A detailed history of Lewis Asset Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Lewis Asset Management, LLC holds 9,206 shares of BSEP stock, worth $396,778. This represents 0.28% of its overall portfolio holdings.
Number of Shares
9,206
Previous 9,206
-0.0%
Holding current value
$396,778
Previous $374 Million
3.56%
% of portfolio
0.28%
Previous 0.29%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.2 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.3 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.85 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.79 Million0.82% of portfolio