Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Beacon Financial Advisory LLC

$270 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BJUL

# of Institutions

110

Shares Held

4.01M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$25 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.3 Million
0.27% of portfolio
Integral Investment Advisors, Inc.

247K
Shares

$10.8 Million
3.86% of portfolio
Penserra Capital Management LLC Orinda, CA

239K
Shares

$10.4 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$7.05 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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