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 6,078 shares of BSEP stock, worth $247,982. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,078
Previous 6,078
-0.0%
Holding current value
$247,982
Previous $222,000
7.21%
% of portfolio
0.01%
Previous 0.01%
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