Gerber Kawasaki Wealth & Investment Management Innovator U.S. Equity Buffer E Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	BUY	$31.37 - $34.93 $250,960 - $279,440	8,000 New	8,000 $279,000
Q2 2023 Aug 10, 2023	BUY	$31.27 - $33.97 $250,160 - $271,760	8,000 New	8,000 $271,000

Others Institutions Holding BNOV

# of Institutions

Shares Held

2.01M

Call Options Held

Put Options Held

Penserra Capital Management LLC Orinda, CA

331K
Shares

$13.2 Million
0.27% of portfolio
Commonwealth Equity Services, LLC

154K
Shares

$6.15 Million
0.01% of portfolio
Buska Wealth Management, LLC Wausau, WI

143K
Shares

$5.72 Million
1.9% of portfolio
Raymond James & Associates St Petersburg, FL

112K
Shares

$4.47 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

90.9K
Shares

$3.63 Million
0.0% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

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