Spire Wealth Management Innovator U.S. Equity Buffer E Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Spire Wealth Management holds 15,629 shares of BOCT stock, worth $651,260. This represents 0.02% of its overall portfolio holdings.
Number of Shares
15,629
Previous 18,925
17.42%
Holding current value
$651,260
Previous $728,000
13.19%
% of portfolio
0.02%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding BOCT
# of Institutions
92Shares Held
3.78MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$24.9 Million1.69% of portfolio
-
Commonwealth Equity Services, LLC586KShares$24.4 Million0.04% of portfolio
-
Integral Investment Advisors, Inc.238KShares$9.92 Million4.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA215KShares$8.96 Million0.11% of portfolio
-
Ashton Thomas Private Wealth, LLC Scottsdale, AZ175KShares$7.3 Million0.41% of portfolio