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

Wealth Shield Partners, LLC

$600 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$33.54 - $35.45 $16,770 - $17,725	500 Added 31.25%	2,100 $70,000
Q1 2023 May 08, 2023	BUY	$30.15 - $32.46 $48,240 - $51,936	1,600 New	1,600 $51,000

Others Institutions Holding BSEP

# of Institutions

99

Shares Held

3.21M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

313K
Shares

$12.8 Million
0.02% of portfolio
Lantz Financial LLC

302K
Shares

$12.3 Million
3.97% of portfolio
Penserra Capital Management LLC Orinda, CA

227K
Shares

$9.25 Million
0.11% of portfolio
Vantage Financial Partners, LLC Elm Grove, WI

173K
Shares

$7.06 Million
1.85% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$5.62 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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