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

Daymark Wealth Partners, LLC

$2.86 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 08, 2024	BUY	$40.26 - $43.68 $229,240 - $248,713	5,694 New	5,694 $248,000

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

3.33M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

341K
Shares

$14.7 Million
0.28% of portfolio
Integral Investment Advisors, Inc.

264K
Shares

$11.4 Million
3.74% of portfolio
Commonwealth Equity Services, LLC

215K
Shares

$9.26 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

198K
Shares

$8.52 Million
0.02% of portfolio
High Tower Advisors, LLC Chicago, IL

175K
Shares

$7.52 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
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