Cape Investment Advisory, Inc. Innovator U.S. Equity Buffer E Transaction History
Cape Investment Advisory, Inc.
- $247 Billion
- Q3 2024
A detailed history of Cape Investment Advisory, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 2,138 shares of BSEP stock, worth $91,271. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,138
Previous 2,138
-0.0%
Holding current value
$91,271
Previous $87 Million
3.56%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.9 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.2 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.76 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.71 Million0.82% of portfolio