Captrust Financial Advisors Innovator U.S. Equity Buffer E Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
Shares
4 transactions
Others Institutions Holding BAPR
# of Institutions
101Shares Held
3.81MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC409KShares$18.5 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA304KShares$13.8 Million0.29% of portfolio
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Integral Investment Advisors, Inc.252KShares$11.4 Million3.02% of portfolio
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Cerity Partners LLC New York, NY204KShares$9.23 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL191KShares$8.66 Million0.01% of portfolio