Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $487 Billion
- Q4 2024
A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 9,637 shares of BOCT stock, worth $404,464. This represents 0.09% of its overall portfolio holdings.
Number of Shares
9,637
Previous 9,637
-0.0%
Holding current value
$404,464
Previous $409 Million
1.83%
% of portfolio
0.09%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
108Shares Held
4.27MCall Options Held
0Put Options Held
0-
Trustcore Financial Services, LLC597KShares$25.1 Million1.69% of portfolio
-
Brookstone Capital Management483KShares$20.3 Million0.35% of portfolio
-
Penserra Capital Management LLC Orinda, CA352KShares$14.8 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.7 Million0.02% of portfolio
-
Integral Investment Advisors, Inc.259KShares$10.9 Million3.03% of portfolio