Cary Street Partners Investment Advisory LLC Innovator U.S. Equity Buffer E Transaction History

Cary Street Partners Investment Advisory LLC

$152 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$30.37 - $32.44 $15,185 - $16,219	500 New	500 $16,000

Others Institutions Holding BJUN

# of Institutions

Shares Held

2.43M

Call Options Held

Put Options Held

Penserra Capital Management LLC Orinda, CA

367K
Shares

$14.3 Million
0.28% of portfolio
Lantz Financial LLC

255K
Shares

$9.98 Million
2.8% of portfolio
Cerity Partners LLC New York, NY

161K
Shares

$6.31 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$4.43 Million
0.01% of portfolio
Strategic Blueprint, LLC Atlanta, GA

101K
Shares

$3.94 Million
0.26% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

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