Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
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 4,713 shares of BSEP stock, worth $226,601. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,713Holding current value
$226,601% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
117Shares Held
3.92MCall Options Held
0Put Options Held
0-
Brookstone Capital Management561KShares$27 Million0.38% of portfolio
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Outlook Wealth Advisors, LLC406KShares$19.5 Million5.93% of portfolio
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Penserra Capital Management LLC Orinda, CA387KShares$18.6 Million0.24% of portfolio
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Commonwealth Equity Services, LLC290KShares$13.9 Million0.02% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ226KShares$10.9 Million0.02% of portfolio