Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Buffer E Transaction History
Sound View Wealth Advisors Group, LLC
- $933 Million
- Q1 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,392 shares of BSEP stock, worth $219,993. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,392
Previous 6,096
11.55%
Holding current value
$219,993
Previous $223,000
5.38%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
99Shares Held
3.21MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC313KShares$12.8 Million0.02% of portfolio
-
Lantz Financial LLC302KShares$12.3 Million3.97% of portfolio
-
Penserra Capital Management LLC Orinda, CA227KShares$9.25 Million0.11% of portfolio
-
Vantage Financial Partners, LLC Elm Grove, WI173KShares$7.06 Million1.85% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$5.62 Million0.01% of portfolio