Secure Asset Management, LLC Innovator U.S. Equity Buffer E Transaction History
Secure Asset Management, LLC
- $477 Million
- Q1 2025
A detailed history of Secure Asset Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Secure Asset Management, LLC holds 12,730 shares of BJUL stock, worth $577,305. This represents 0.11% of its overall portfolio holdings.
Number of Shares
12,730
Previous 18,340
30.59%
Holding current value
$577,305
Previous $817,000
33.05%
% of portfolio
0.11%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$25.6 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$18.1 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$12 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.4 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.44 Million0.85% of portfolio