Weaver Consulting Group Innovator U.S. Equity Buffer E Transaction History

Weaver Consulting Group

$253 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 28, 2020	SELL	N/A	-1,160 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	N/A	-240 Reduced 17.14%	1,160 $26,000
Q4 2019 Jan 31, 2020	BUY	N/A	1,400 New	1,400 $35,000

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

$12.4 Million
3.97% of portfolio
Penserra Capital Management LLC Orinda, CA

227K
Shares

$9.28 Million
0.11% of portfolio
Vantage Financial Partners, LLC Elm Grove, WI

173K
Shares

$7.08 Million
1.85% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$5.64 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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