Sound View Wealth Advisors Group, LLC Innovator U.S. Equity Buffer E Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 5,392 shares of BSEP stock, worth $226,140. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,392
Previous 5,392
-0.0%
Holding current value
$226,140
Previous $211,000
3.79%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.05MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$16.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.7 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA245KShares$10.3 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ162KShares$6.79 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL135KShares$5.68 Million0.01% of portfolio