Arkadios Wealth Advisors Innovator U.S. Equity Buffer E Transaction History
Arkadios Wealth Advisors
- $1.71 Billion
- Q4 2024
Shares
3 transactions
Others Institutions Holding BSEP
# of Institutions
105Shares Held
3.65MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.4 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.6 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$12.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.94 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY164KShares$7.21 Million0.02% of portfolio