Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 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 7,194 shares of BOCT stock, worth $303,586. This represents 0.11% of its overall portfolio holdings.
Number of Shares
7,194
Previous 6,212
15.81%
Holding current value
$303,586
Previous $263,000
17.87%
% of portfolio
0.11%
Previous 0.1%
Shares
14 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
4.27MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$25.2 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$20.4 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$14.8 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.8 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.259KShares$10.9 Million3.03% of portfolio