Collaborative Wealth Managment Inc. Innovator U.S. Equity Buffer E Transaction History
Collaborative Wealth Managment Inc.
- $222 Million
- Q2 2025
Shares
2 transactions
Others Institutions Holding BJUL
# of Institutions
113Shares Held
4.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC587KShares$28.9 Million0.04% of portfolio
-
Brookstone Capital Management549KShares$27.1 Million0.38% of portfolio
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Penserra Capital Management LLC Orinda, CA374KShares$18.5 Million0.25% of portfolio
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Integral Investment Advisors, Inc.262KShares$12.9 Million3.64% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ195KShares$9.62 Million0.02% of portfolio