Mc Adam, LLC Innovator U.S. Equity Buffer E Transaction History

Mc Adam, LLC

$1.79 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	SELL	$42.04 - $44.04 $13,410 - $14,048	-319 Reduced 1.67%	18,733 $809,000
Q1 2024 Apr 23, 2024	BUY	$38.07 - $40.47 $725,309 - $771,034	19,052 New	19,052 $771,000

Others Institutions Holding BOCT

# of Institutions

102

Shares Held

4.34M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

855K
Shares

$41.1 Million
0.05% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$28.7 Million
1.69% of portfolio
Penserra Capital Management LLC Orinda, CA

385K
Shares

$18.5 Million
0.24% of portfolio
Integral Investment Advisors, Inc.

265K
Shares

$12.7 Million
3.55% of portfolio
Cetera Investment Advisers Schaumburg, IL

172K
Shares

$8.25 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
Sector ETFs
Industry ETFs

More about BOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Adam, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mc Adam, LLC with notifications on news.