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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

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

87

Shares Held

2.52M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

444K
Shares

$18.1 Million
0.31% of portfolio
Valtinson Bruner Financial Planning LLC

220K
Shares

$8.98 Million
3.64% of portfolio
Raymond James Financial Inc St. Petersburg, FL

171K
Shares

$7.01 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.77 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

113K
Shares

$4.61 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
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