Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 $24,568. This represents 0.0% of its overall portfolio holdings.
Number of Shares
511
Previous 511
-0.0%
Holding current value
$24,568
Previous $21,000
9.52%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
111Shares Held
3.44MCall Options Held
0Put Options Held
0-
Brookstone Capital Management561KShares$27 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA387KShares$18.6 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC290KShares$13.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ226KShares$10.9 Million0.02% of portfolio
-
Cerity Partners LLC New York, NY179KShares$8.61 Million0.01% of portfolio