Wingate Wealth Advisors, Inc. Innovator U.S. Equity Buffer E Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 7,690 shares of BJUL stock, worth $379,117. This represents 0.32% of its overall portfolio holdings.
Number of Shares
7,690
Previous 7,690
-0.0%
Holding current value
$379,117
Previous $332 Million
9.16%
% of portfolio
0.32%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
113Shares Held
4.33MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC587KShares$28.9 Million0.04% of portfolio
-
Brookstone Capital Management549KShares$27.1 Million0.38% of portfolio
-
Penserra Capital Management LLC Orinda, CA374KShares$18.5 Million0.25% of portfolio
-
Integral Investment Advisors, Inc.262KShares$12.9 Million3.64% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ195KShares$9.62 Million0.02% of portfolio