M Holdings Securities, Inc. Innovator U.S. Equity Buffer E Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$31.53 - $33.96 $283 - $305	-9 Reduced 0.13%	6,814 $230,000
Q4 2022 Feb 10, 2023	BUY	$29.74 - $32.8 $202,916 - $223,794	6,823 New	6,823 $217,000

Others Institutions Holding BOCT

# of Institutions

89

Shares Held

3.62M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

645K
Shares

$28 Million
0.04% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$25.9 Million
1.69% of portfolio
Penserra Capital Management LLC Orinda, CA

298K
Shares

$12.9 Million
0.27% of portfolio
Integral Investment Advisors, Inc.

247K
Shares

$10.7 Million
2.9% of portfolio
High Tower Advisors, LLC Chicago, IL

156K
Shares

$6.76 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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