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 $240,196. This represents 0.28% of its overall portfolio holdings.
Number of Shares
5,665
Previous 5,665
-0.0%
Holding current value
$240,196
Previous $229,000
2.62%
% of portfolio
0.28%
Previous 0.3%
Shares
4 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
4.27MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$25.3 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$20.5 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$14.9 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.8 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.259KShares$11 Million3.03% of portfolio