Bms Financial Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Bms Financial Advisors, LLC
- $148 Million
- Q2 2023
A detailed history of Bms Financial Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 12,000 shares of PJUN stock, worth $493,680. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,000
Previous 12,000
-0.0%
Holding current value
$493,680
Previous $369,000
2.98%
% of portfolio
0.26%
Previous 0.26%
Shares
1 transactions
Others Institutions Holding PJUN
# of Institutions
174Shares Held
15.2MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.94MShares$121 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC1.67MShares$68.7 Million0.09% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.49MShares$61.4 Million0.83% of portfolio
-
Berkshire Money Management, Inc.624KShares$25.7 Million2.95% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ494KShares$20.3 Million0.04% of portfolio