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 6,135 shares of BJUL stock, worth $279,081. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,135
Previous 6,135
-0.0%
Holding current value
$279,081
Previous $267,000
2.25%
% of portfolio
0.1%
Previous 0.1%
Shares
5 transactions
Others Institutions Holding BJUL
# of Institutions
116Shares Held
3.45MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$15.5 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.258KShares$11.8 Million3.11% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.79 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$9.01 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.95 Million0.01% of portfolio