Smi Advisory Services, LLC Innovator U.S. Equity Buffer E Transaction History
Smi Advisory Services, LLC
- $385 Million
- Q3 2024
Shares
3 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.75MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$17.4 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$14.2 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA309KShares$13.5 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ205KShares$8.94 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE181KShares$7.87 Million0.82% of portfolio