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 $360,611. This represents 0.17% of its overall portfolio holdings.
Number of Shares
8,774
Previous 8,717
0.65%
Holding current value
$360,611
Previous $376,000
2.13%
% of portfolio
0.17%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
106Shares Held
4.33MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$24.6 Million1.69% of portfolio
-
Brookstone Capital Management530KShares$21.8 Million0.37% of portfolio
-
Penserra Capital Management LLC Orinda, CA412KShares$16.9 Million0.31% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.4 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.266KShares$10.9 Million3.66% of portfolio