Concurrent Investment Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 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 15,860 shares of BSEP stock, worth $733,525. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,860
Previous 52,222 69.63%
Holding current value
$733,525
Previous $2.18 Billion 67.17%
% of portfolio
0.01%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$38.32 - $45.16 $1.39 Million - $1.64 Million
-36,362 Reduced 69.63%
15,860 $716 Million
Q1 2025

Apr 29, 2025
BUY
$41.28 - $44.23 $6,398 - $6,855
155 Added 0.3%
52,222 $2.18 Billion
Q4 2024

Feb 03, 2025
BUY
$41.8 - $43.67 $2.18 Million - $2.27 Million
52,067 New
52,067 $2.23 Billion

Others Institutions Holding BSEP

# of Institutions
108
Shares Held
2.93M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BSEP Quotes by TradingView
  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
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