Allworth Financial LP Innovator U.S. Equity Buffer E Transaction History

Allworth Financial LP

$16.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 02, 2021	SELL	$31.24 - $32.32 $20,618 - $21,331	-660 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$28.87 - $30.48 $19,054 - $20,116	660 New	660 $20,000

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$16.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.79 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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