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 150 shares of BMAR stock, worth $7,080. This represents 0.0% of its overall portfolio holdings.
Number of Shares
150
Previous 150
-0.0%
Holding current value
$7,080
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BMAR
# of Institutions
99Shares Held
2.57MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18.1 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA292KShares$13.8 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.71 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6.19 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.45 Million0.33% of portfolio