Steward Financial Group LLC Innovator U.S. Equity Buffer E Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
104Shares Held
3.87MCall Options Held
0Put Options Held
0-
Brookstone Capital Management488KShares$21.3 Million0.35% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14.3 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA309KShares$13.5 Million0.28% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.98 Million0.02% of portfolio
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Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.9 Million0.82% of portfolio