Soltis Investment Advisors LLC Innovator U.S. Equity Buffer E Transaction History

Soltis Investment Advisors LLC

  • $889 Million
  • Q1 2024

A detailed history of Soltis Investment Advisors LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 5,716 shares of BSEP stock, worth $233,212. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,716
Previous 5,716 -0.0%
Holding current value
$233,212
Previous $224,000 -0.0%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 26, 2024
BUY
$32.63 - $36.73 $186,513 - $209,948
5,716 New
5,716 $209,000
Q2 2022

Aug 11, 2022
SELL
N/A
-7,218 Closed
0 $0
Q1 2022

May 06, 2022
SELL
N/A
-417 Reduced 5.46%
7,218 $236,000
Q4 2021

Feb 09, 2022
SELL
N/A
-183 Reduced 2.34%
7,635 $255,000
Q3 2021

Nov 09, 2021
BUY
N/A
1,048 Added 15.48%
7,818 $244,000
Q2 2021

Aug 04, 2021
BUY
N/A
6,770 New
6,770 $215,000

Others Institutions Holding BSEP

# of Institutions
99
Shares Held
3.21M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BSEP Quotes by TradingView
  • Ticker BSEP
  • Sector ETFs
  • Industry ETFs
More about BSEP
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