Straight Path Wealth Management Innovator U.S. Equity Buffer E Transaction History
Straight Path Wealth Management
- $190 Million
- Q2 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 6,000 shares of BOCT stock, worth $254,640. This represents 0.13% of its overall portfolio holdings.
Number of Shares
6,000
Previous 6,000
-0.0%
Holding current value
$254,640
Previous $242,000
2.89%
% of portfolio
0.13%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
94Shares Held
3.53MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$25.4 Million1.69% of portfolio
-
Commonwealth Equity Services, LLC577KShares$24.5 Million0.04% of portfolio
-
Integral Investment Advisors, Inc.241KShares$10.2 Million3.75% of portfolio
-
Penserra Capital Management LLC Orinda, CA237KShares$10 Million0.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL155KShares$6.59 Million0.01% of portfolio