Heritage Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 69,664 shares of BJUL stock, worth $3.15 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
69,664Holding current value
$3.15 Million% of portfolio
3.58%Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26 Million0.04% of portfolio
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Brookstone Capital Management374KShares$17 Million0.27% of portfolio
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Penserra Capital Management LLC Orinda, CA301KShares$13.6 Million0.28% of portfolio
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Personal Cfo Solutions, LLC263KShares$11.9 Million1.63% of portfolio
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Integral Investment Advisors, Inc.252KShares$11.4 Million3.03% of portfolio