Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 08, 2024	BUY	$36.7 - $39.46 $14,680 - $15,784	400 New	400 $15,000

Others Institutions Holding BMAY

# of Institutions

91

Shares Held

2.56M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

379K
Shares

$15.5 Million
0.28% of portfolio
Valtinson Bruner Financial Planning LLC

222K
Shares

$9.09 Million
3.71% of portfolio
Raymond James Financial Inc St. Petersburg, FL

173K
Shares

$7.09 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.78 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

118K
Shares

$4.83 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
Sector ETFs
Industry ETFs

More about BMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.