Straight Path Wealth Management Innovator U.S. Equity Buffer E Transaction History
Straight Path Wealth Management
- $218 Million
- Q1 2025
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 8,774 shares of BOCT stock, worth $386,670. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,774
Previous 8,717
0.65%
Holding current value
$386,670
Previous $376,000
2.13%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
6.7MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.1.78MShares$78.3 Million32.26% of portfolio
-
Commonwealth Equity Services, LLC683KShares$30.1 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26.3 Million1.69% of portfolio
-
Brookstone Capital Management530KShares$23.4 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA412KShares$18.2 Million0.31% of portfolio