Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BSEP
# of Institutions
114Shares Held
3.63MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$20.8 Million0.35% of portfolio
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Penserra Capital Management LLC Orinda, CA354KShares$15.1 Million0.28% of portfolio
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Commonwealth Equity Services, LLC286KShares$12.2 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ204KShares$8.68 Million0.02% of portfolio
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Cerity Partners LLC New York, NY161KShares$6.86 Million0.02% of portfolio