Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 7,225 shares of BJUL stock, worth $356,192. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,225
Previous 7,346
1.65%
Holding current value
$356,192
Previous $317,000
7.26%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding BJUL
# of Institutions
113Shares Held
4.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC587KShares$28.9 Million0.04% of portfolio
-
Brookstone Capital Management549KShares$27.1 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA374KShares$18.5 Million0.25% of portfolio
-
Integral Investment Advisors, Inc.262KShares$12.9 Million3.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ195KShares$9.62 Million0.02% of portfolio