Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 4,965 shares of BAUG stock, worth $0. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,965
Previous 5,529
10.2%
Holding current value
$0
Previous $215 Million
6.28%
% of portfolio
0.04%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding BAUG
# of Institutions
94Shares Held
2.16MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA249KShares$00.13% of portfolio
-
Commonwealth Equity Services, LLC211KShares$00.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ180KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC113KShares$00.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL67.6KShares$00.0% of portfolio