Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,749 shares of BJAN stock, worth $312,276. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,749
Previous 6,644
1.58%
Holding current value
$312,276
Previous $309,000
4.53%
% of portfolio
0.12%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding BJAN
# of Institutions
116Shares Held
3.47MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$15.5 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$14.8 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.241KShares$11.1 Million3.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.7 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.19 Million0.21% of portfolio