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 $21,119. This represents 0.0% of its overall portfolio holdings.
Number of Shares
511
Previous 491
4.07%
Holding current value
$21,119
Previous $20,000
5.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
113Shares Held
3.5MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$20.2 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA354KShares$14.6 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC286KShares$11.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.42 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY161KShares$6.65 Million0.02% of portfolio