Seros Financial, LLC Innovator U.S. Equity Buffer E Transaction History

Seros Financial, LLC

$111 Billion
Q4 2024

A detailed history of Seros Financial, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Seros Financial, LLC holds 8,748 shares of BJUL stock, worth $397,771. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,748

Holding current value

$397,771

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$43.33 - $45.42 $379,050 - $397,334	8,748 New	8,748 $365 Million

Others Institutions Holding BJUL

# of Institutions

116

Shares Held

4.02M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

575K
Shares

$26.1 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.7 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$12 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.4 Million
3.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

197K
Shares

$8.97 Million
0.02% of portfolio

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
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Seros Financial, LLC Innovator U.S. Equity Buffer E Transaction History