Straight Path Wealth Management Innovator U.S. Equity Buffer E Transaction History
Straight Path Wealth Management
- $262 Million
- Q2 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 8,593 shares of BOCT stock, worth $411,003. This represents 0.15% of its overall portfolio holdings.
Number of Shares
8,593
Previous 8,774
2.06%
Holding current value
$411,003
Previous $368,000
5.98%
% of portfolio
0.15%
Previous 0.17%
Shares
5 transactions
Others Institutions Holding BOCT
# of Institutions
101Shares Held
4.35MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC855KShares$40.9 Million0.05% of portfolio
-
Trustcore Financial Services, LLC597KShares$28.6 Million1.69% of portfolio
-
Penserra Capital Management LLC Orinda, CA385KShares$18.4 Million0.24% of portfolio
-
Integral Investment Advisors, Inc.265KShares$12.7 Million3.55% of portfolio
-
Cetera Investment Advisers Schaumburg, IL172KShares$8.22 Million0.01% of portfolio