Tci Wealth Advisors, Inc. Innovator U.S. Equity Buffer E Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 24, 2022	SELL	$31.38 - $33.38 $13,148 - $13,986	-419 Closed	0 $0
Q3 2021 Oct 29, 2021	BUY	$31.15 - $32.37 $13,051 - $13,563	419 New	419 $13,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

4.55M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$25.5 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.6 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.3 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.6 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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