Wilbanks Smith & Thomas Asset Management LLC Innovator U.S. Equity Buffer E Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 31, 2020	SELL	$23.87 - $29.26 $195,423 - $239,551	-8,187 Closed	0 $0
Q1 2020 May 06, 2020	BUY	$22.04 - $30.14 $180,441 - $246,756	8,187 New	8,187 $202,000

Others Institutions Holding BJAN

# of Institutions

114

Shares Held

3.78M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

469K
Shares

$22.4 Million
0.03% of portfolio
Crown Wealth Group, LLC

339K
Shares

$16.2 Million
7.47% of portfolio
Penserra Capital Management LLC Orinda, CA

278K
Shares

$13.3 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

235K
Shares

$11.2 Million
3.02% of portfolio
U.S. Capital Wealth Advisors, LLC Austin, TX

155K
Shares

$7.42 Million
0.27% of portfolio

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About INNOVATOR U.S. EQUITY BUFFER E

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