Concurrent Investment Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 52,222 shares of BSEP stock, worth $2.27 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
52,222
Previous 52,067
0.3%
Holding current value
$2.27 Million
Previous $2.23 Billion
2.34%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
106Shares Held
3.05MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA415KShares$18.1 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC307KShares$13.3 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ271KShares$11.8 Million0.03% of portfolio
-
Cerity Partners LLC New York, NY154KShares$6.7 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL135KShares$5.89 Million0.01% of portfolio