Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $193 Million
- Q1 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 6,893 shares of BSEP stock, worth $281,234. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,893
Previous 10,288
33.0%
Holding current value
$281,234
Previous $377,000
28.38%
% of portfolio
0.14%
Previous 0.19%
Shares
4 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