Wealth Management Solutions, LLC Innovator U.S. Equity Buffer E Transaction History
Wealth Management Solutions, LLC
- $145 Million
- Q3 2023
Shares
2 transactions
Others Institutions Holding BOCT
# of Institutions
105Shares Held
4.22MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$26.6 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$21.5 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$15.6 Million0.28% of portfolio
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Commonwealth Equity Services, LLC326KShares$14.5 Million0.02% of portfolio
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Integral Investment Advisors, Inc.259KShares$11.5 Million3.03% of portfolio