Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 175 shares of BMAR stock, worth $8,328. This represents 0.0% of its overall portfolio holdings.
Number of Shares
175
Previous 150
16.67%
Holding current value
$8,328
Previous $6,000
33.33%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding BMAR
# of Institutions
103Shares Held
2.58MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$18.2 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$15.8 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.56 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.7 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.49 Million0.33% of portfolio