Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,637 shares of BOCT stock, worth $423,257. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,637Holding current value
$423,257% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
89Shares Held
3.62MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$28.3 Million0.04% of portfolio
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Trustcore Financial Services, LLC597KShares$26.2 Million1.69% of portfolio
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Penserra Capital Management LLC Orinda, CA298KShares$13.1 Million0.27% of portfolio
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Integral Investment Advisors, Inc.247KShares$10.9 Million2.9% of portfolio
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High Tower Advisors, LLC Chicago, IL156KShares$6.85 Million0.01% of portfolio