Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History
Berkshire Money Management, Inc.
- $766 Million
- Q1 2024
A detailed history of Berkshire Money Management, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 38,504 shares of BSEP stock, worth $1.57 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
38,504
Previous 468,357
91.78%
Holding current value
$1.57 Million
Previous $17.2 Million
91.2%
% of portfolio
0.2%
Previous 2.35%
Shares
15 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.7 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.22 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.04 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.6 Million0.01% of portfolio