Collaborative Wealth Managment Inc. Innovator U.S. Equity Buffer E Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 13,857 shares of BJAN stock, worth $617,606. This represents 0.31% of its overall portfolio holdings.
Number of Shares
13,857
Previous 13,857
-0.0%
Holding current value
$617,606
Previous $645,000
2.95%
% of portfolio
0.31%
Previous 0.3%
Shares
6 transactions
Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.6MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$14.9 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$14.3 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.249KShares$11.1 Million3.81% of portfolio
-
Marcum Wealth, LLC157KShares$7.01 Million0.64% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.45 Million0.01% of portfolio