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

Summit Wealth Partners, LLC

  • $487 Billion
  • Q4 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 $424,413. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,637
Previous 9,637 -0.0%
Holding current value
$424,413
Previous $409 Million 1.83%
% of portfolio
0.09%
Previous 0.08%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$40.71 - $42.45 $392,322 - $409,090
9,637 New
9,637 $409 Million

Others Institutions Holding BOCT

# of Institutions
93
Shares Held
4.16M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BOCT Quotes by TradingView
  • Ticker BOCT
  • Sector ETFs
  • Industry ETFs
More about BOCT
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email