Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 6,644 shares of BJAN stock, worth $326,419. This represents 0.11% of its overall portfolio holdings.
Number of Shares
6,644
Previous 6,815
2.51%
Holding current value
$326,419
Previous $307,000
0.65%
% of portfolio
0.11%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding BJAN
# of Institutions
116Shares Held
3.76MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC469KShares$23 Million0.03% of portfolio
-
Crown Wealth Group, LLC339KShares$16.6 Million7.47% of portfolio
-
Penserra Capital Management LLC Orinda, CA278KShares$13.7 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.235KShares$11.5 Million3.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL148KShares$7.26 Million0.01% of portfolio