Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Put Options Transaction History
Beacon Financial Advisory LLC
- $249 Million
- Q2 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding BJAN
# of Institutions
115Shares Held
3.8MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC474KShares$22.3 Million0.03% of portfolio
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Crown Wealth Group, LLC326KShares$15.3 Million7.66% of portfolio
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Integral Investment Advisors, Inc.229KShares$10.8 Million3.87% of portfolio
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Penserra Capital Management LLC Orinda, CA221KShares$10.4 Million0.13% of portfolio
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U.S. Capital Wealth Advisors, LLC Austin, TX163KShares$7.63 Million0.3% of portfolio