Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 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 9,637 shares of BOCT stock, worth $424,606. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,637
Previous 9,637
-0.0%
Holding current value
$424,606
Previous $409 Million
1.83%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
100Shares Held
4.11MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$26.3 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$21.3 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$15.5 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14.4 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.259KShares$11.4 Million3.03% of portfolio