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 100 shares of BOCT stock, worth $4,287. This represents 0.0% of its overall portfolio holdings.
Number of Shares
100
Previous 100
-0.0%
Holding current value
$4,287
Previous $4,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
106Shares Held
4.25MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$25.6 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$20.7 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$15.1 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.259KShares$11.1 Million3.03% of portfolio