Epic Trust Investment Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 5,665 shares of BOCT stock, worth $249,656. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,665
Previous 5,665
-0.0%
Holding current value
$249,656
Previous $229,000
2.62%
% of portfolio
0.28%
Previous 0.3%
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$78.3 Million32.26% of portfolio
-
Commonwealth Equity Services, LLC683KShares$30.1 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26.3 Million1.69% of portfolio
-
Brookstone Capital Management530KShares$23.4 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA412KShares$18.2 Million0.31% of portfolio