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 511 shares of BSEP stock, worth $21,272. This represents 0.0% of its overall portfolio holdings.

Number of Shares
511
Previous 491 4.07%
Holding current value
$21,272
Previous $20,000 5.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$41.8 - $43.67 $836 - $873
20 Added 4.07%
511 $21,000
Q3 2022

Nov 07, 2022
BUY
$28.61 - $31.84 $14,047 - $15,633
491 New
491 $14,000

Others Institutions Holding BSEP

# of Institutions
115
Shares Held
3.66M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BSEP Quotes by TradingView
  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email