Lantz Financial LLC Innovator U.S. Equity Buffer E Transaction History

Lantz Financial LLC

  • $356 Million
  • Q4 2024

A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Lantz Financial LLC holds 19,073 shares of BOCT stock, worth $834,443. This represents 0.23% of its overall portfolio holdings.

Number of Shares
19,073
Previous 17,771 7.33%
Holding current value
$834,443
Previous $754,000 9.28%
% of portfolio
0.23%
Previous 0.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$42.04 - $44.04 $54,736 - $57,340
1,302 Added 7.33%
19,073 $824,000
Q3 2024

Oct 15, 2024
BUY
$40.71 - $42.45 $569 - $594
14 Added 0.08%
17,771 $754,000
Q2 2024

Jul 10, 2024
SELL
$39.63 - $41.58 $792 - $831
-20 Reduced 0.11%
17,757 $738,000
Q1 2024

Apr 10, 2024
SELL
$38.07 - $40.47 $3,502 - $3,723
-92 Reduced 0.51%
17,777 $719,000
Q4 2023

Jan 12, 2024
BUY
$34.44 - $38.52 $43,187 - $48,304
1,254 Added 7.55%
17,869 $687,000
Q1 2023

Apr 10, 2023
SELL
$31.53 - $33.96 $7,756 - $8,354
-246 Reduced 1.46%
16,615 $561,000
Q4 2022

Jan 23, 2023
BUY
$29.74 - $32.8 $501,446 - $553,040
16,861 New
16,861 $0

Others Institutions Holding BOCT

# of Institutions
106
Shares Held
4.25M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BOCT Quotes by TradingView
  • Ticker BOCT
  • Sector ETFs
  • Industry ETFs
More about BOCT
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Lantz Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email