Heritage Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Heritage Wealth Partners, LLC
- $85 Billion
- Q3 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 69,664 shares of BJUL stock, worth $3.05 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
69,664Holding current value
$3.05 Million% of portfolio
3.58%Shares
1 transactions
Others Institutions Holding BJUL
# of Institutions
110Shares Held
4MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$25.2 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$16.4 Million0.27% of portfolio
-
Integral Investment Advisors, Inc.247KShares$10.8 Million3.86% of portfolio
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Penserra Capital Management LLC Orinda, CA239KShares$10.5 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ162KShares$7.1 Million0.02% of portfolio