Evolution Wealth Advisors, LLC Innovator U.S. Equity Buffer E Put Options Transaction History

Evolution Wealth Advisors, LLC

$506 Million
Q2 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$16.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.79 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
Sector ETFs
Industry ETFs

More about BSEP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evolution Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evolution Wealth Advisors, LLC with notifications on news.