Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,002 shares of BJUL stock, worth $226,490. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,002
Previous 4,552
9.89%
Holding current value
$226,490
Previous $190,000
14.74%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$17 Million0.27% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.6 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.9 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.4 Million3.03% of portfolio