Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BOCT

# of Institutions

103

Shares Held

4.19M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$26.6 Million
1.69% of portfolio
Brookstone Capital Management

483K
Shares

$21.5 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

352K
Shares

$15.6 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.5 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

259K
Shares

$11.5 Million
3.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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