Collaborative Wealth Managment Inc. Innovator U.S. Equity Buffer E Call Options Transaction History

Collaborative Wealth Managment Inc.

$195 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BMAY

# of Institutions

87

Shares Held

2.31M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

245K
Shares

$9.35 Million
0.11% of portfolio
Valtinson Bruner Financial Planning LLC

228K
Shares

$8.71 Million
4.38% of portfolio
Raymond James & Associates St Petersburg, FL

142K
Shares

$5.41 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$4.31 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

89.1K
Shares

$3.4 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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