Visionary Wealth Advisors Innovator U.S. Equity Buffer E Transaction History
Visionary Wealth Advisors
- $1.47 Billion
- Q2 2024
Shares
5 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.04MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$16.7 Million0.28% of portfolio
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Commonwealth Equity Services, LLC326KShares$13.7 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA245KShares$10.3 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ162KShares$6.79 Million0.02% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL135KShares$5.68 Million0.01% of portfolio