Cedar Brook Financial Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Cedar Brook Financial Partners, LLC

$698 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Jan 03, 2023	BUY	$28.61 - $31.84 $200,870 - $223,548	7,021 New	7,021 $0

Others Institutions Holding BSEP

# of Institutions

104

Shares Held

3.88M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

488K
Shares

$21.2 Million
0.35% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.2 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

309K
Shares

$13.5 Million
0.28% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

205K
Shares

$8.93 Million
0.02% of portfolio
Wealth Plan Investment Management, LLC Omaha, NE

181K
Shares

$7.86 Million
0.82% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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