Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 491 shares of BSEP stock, worth $20,091. This represents 0.0% of its overall portfolio holdings.
Number of Shares
491
Previous 491
-0.0%
Holding current value
$20,091
Previous $19,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.4 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.28 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.08 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.64 Million0.01% of portfolio