Wealth Shield Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 478 shares of BJUL stock, worth $21,180. This represents 0.0% of its overall portfolio holdings.

Number of Shares

478

Holding current value

$21,180

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$40.26 - $43.68 $19,244 - $20,879	478 New	478 $20,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

4.55M

Call Options Held

Put Options Held

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

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About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
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Wealth Shield Partners, LLC Innovator U.S. Equity Buffer E Transaction History