Epic Trust Investment Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Epic Trust Investment Advisors, LLC
- $77.2 Million
- Q1 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 $236,343. This represents 0.3% of its overall portfolio holdings.
Number of Shares
5,665
Previous 5,665
-0.0%
Holding current value
$236,343
Previous $217,000
5.53%
% of portfolio
0.3%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
93Shares Held
3.78MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$24.9 Million1.69% of portfolio
-
Commonwealth Equity Services, LLC586KShares$24.5 Million0.04% of portfolio
-
Integral Investment Advisors, Inc.238KShares$9.93 Million4.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA215KShares$8.97 Million0.11% of portfolio
-
Ashton Thomas Private Wealth, LLC Scottsdale, AZ175KShares$7.31 Million0.41% of portfolio