Epic Trust Investment Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Epic Trust Investment Advisors, LLC
- $84.7 Million
- Q2 2024
A detailed history of Epic Trust Investment Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 5,665 shares of BOCT stock, worth $250,902. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,665
Previous 5,665
-0.0%
Holding current value
$250,902
Previous $229,000
2.62%
% of portfolio
0.28%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
93Shares Held
4.15MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$28.6 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$26.5 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$21.4 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA298KShares$13.2 Million0.27% of portfolio
-
Integral Investment Advisors, Inc.247KShares$10.9 Million2.9% of portfolio