Straight Path Wealth Management Innovator U.S. Equity Buffer E Transaction History
Straight Path Wealth Management
- $208 Million
- Q3 2024
A detailed history of Straight Path Wealth Management transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Straight Path Wealth Management holds 8,772 shares of BOCT stock, worth $381,494. This represents 0.18% of its overall portfolio holdings.
Number of Shares
8,772
Previous 6,000
46.2%
Holding current value
$381,494
Previous $249,000
49.4%
% of portfolio
0.18%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding BOCT
# of Institutions
89Shares Held
3.62MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$28.1 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26 Million1.69% of portfolio
-
Penserra Capital Management LLC Orinda, CA298KShares$13 Million0.27% of portfolio
-
Integral Investment Advisors, Inc.247KShares$10.8 Million2.9% of portfolio
-
High Tower Advisors, LLC Chicago, IL156KShares$6.78 Million0.01% of portfolio