Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History
Marcum Wealth, LLC
- $1.14 Billion
- Q1 2025
A detailed history of Marcum Wealth, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Marcum Wealth, LLC holds 157,366 shares of BJAN stock, worth $7.01 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
157,366
Previous 34,381
357.71%
Holding current value
$7.01 Million
Previous $1.65 Million
343.45%
% of portfolio
0.64%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.6MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$14.9 Million7.26% of portfolio
-
Penserra Capital Management LLC Orinda, CA321KShares$14.3 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.249KShares$11.1 Million3.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL145KShares$6.45 Million0.01% of portfolio
-
U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$5.97 Million0.21% of portfolio