Bcs Wealth Management Innovator U.S. Equity Buffer E Transaction History
Bcs Wealth Management
- $312 Million
- Q1 2024
A detailed history of Bcs Wealth Management transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Bcs Wealth Management holds 18,068 shares of BSEP stock, worth $737,174. This represents 0.23% of its overall portfolio holdings.
Number of Shares
18,068
Previous 25,479
29.09%
Holding current value
$737,174
Previous $935,000
24.06%
% of portfolio
0.23%
Previous 0.34%
Shares
10 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio