Gradient Investments LLC Innovator U.S. Equity Buffer E Transaction History
Gradient Investments LLC
- $3.96 Billion
- Q1 2025
Shares
12 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$26.6 Million0.03% of portfolio
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Penserra Capital Management LLC Orinda, CA400KShares$18.9 Million0.31% of portfolio
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Integral Investment Advisors, Inc.264KShares$12.4 Million3.74% of portfolio
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Captrust Financial Advisors Raleigh, NC250KShares$11.8 Million0.03% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.77 Million0.85% of portfolio