Bright Futures Wealth Management, Llc. Innovator U.S. Equity Buffer E Transaction History

Bright Futures Wealth Management, Llc.

$101 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$40.71 - $42.45 $278,171 - $290,060	6,833 New	6,833 $290,000

Others Institutions Holding BOCT

# of Institutions

107

Shares Held

4.3M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$24.1 Million
1.69% of portfolio
Brookstone Capital Management

483K
Shares

$19.5 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

352K
Shares

$14.2 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.1 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

266K
Shares

$10.7 Million
3.66% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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