Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 7,346 shares of BJUL stock, worth $334,169. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,346
Previous 5,002
46.86%
Holding current value
$334,169
Previous $218,000
50.0%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
116Shares Held
3.45MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$15.5 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.258KShares$11.8 Million3.11% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.79 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$9.01 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.95 Million0.01% of portfolio