Evolution Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Evolution Wealth Advisors, LLC
- $580 Million
- Q4 2024
A detailed history of Evolution Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 5,695 shares of BJUL stock, worth $258,894. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,695
Previous 5,695
-0.0%
Holding current value
$258,894
Previous $248,000
2.02%
% of portfolio
0.04%
Previous 0.05%
Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
114Shares Held
3.96MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26.1 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.7 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.9 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.4 Million3.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ197KShares$8.97 Million0.02% of portfolio