Clearview Wealth Advisors LLC Innovator U.S. Equity Buffer E Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$32.57 - $34.62 $58,626 - $62,315	-1,800 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$27.24 - $30.07 $49,032 - $54,126	1,800 New	1,800 $54,000

Others Institutions Holding BOCT

# of Institutions

95

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

645K
Shares

$27.3 Million
0.04% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$25.3 Million
1.69% of portfolio
Integral Investment Advisors, Inc.

241K
Shares

$10.2 Million
3.75% of portfolio
Penserra Capital Management LLC Orinda, CA

237K
Shares

$10 Million
0.12% of portfolio
High Tower Advisors, LLC Chicago, IL

155K
Shares

$6.57 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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