Diversify Advisory Services, LLC Innovator U.S. Equity Buffer E Transaction History
Diversify Advisory Services, LLC
- $1.6 Trillion
- Q1 2025
A detailed history of Diversify Advisory Services, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 40,264 shares of BOCT stock, worth $1.76 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
40,264
Previous 41,564
3.13%
Holding current value
$1.76 Million
Previous $1.79 Billion
5.75%
% of portfolio
0.11%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
6.7MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.1.78MShares$77.8 Million32.26% of portfolio
-
Commonwealth Equity Services, LLC683KShares$29.9 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26.1 Million1.69% of portfolio
-
Brookstone Capital Management530KShares$23.2 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA412KShares$18 Million0.31% of portfolio