Wingate Wealth Advisors, Inc. Innovator U.S. Equity Buffer E Transaction History
Wingate Wealth Advisors, Inc.
- $86.9 Billion
- Q1 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 $348,741. This represents 0.38% of its overall portfolio holdings.
Number of Shares
7,690
Previous 7,690
-0.0%
Holding current value
$348,741
Previous $343 Million
3.1%
% of portfolio
0.38%
Previous 0.34%
Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$25.6 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$18.1 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$12 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.4 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.44 Million0.85% of portfolio