Bogart Wealth, LLC Innovator U.S. Equity Buffer E Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 20, 2020	SELL	$22.04 - $30.14 $2,204 - $3,014	-100 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$28.57 - $30.14 $2,857 - $3,014	100 New	100 $3,000

Others Institutions Holding BJAN

# of Institutions

114

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

469K
Shares

$22.3 Million
0.03% of portfolio
Crown Wealth Group, LLC

339K
Shares

$16.1 Million
7.47% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.2 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

235K
Shares

$11.2 Million
3.02% of portfolio
U.S. Capital Wealth Advisors, LLC Austin, TX

155K
Shares

$7.37 Million
0.27% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJAN
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