Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

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 8,637 shares of BOCT stock, worth $419,412. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,637
Previous 9,637 10.38%
Holding current value
$419,412
Previous $438 Million 4.52%
% of portfolio
0.08%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$45.37 - $48.42 $45,370 - $48,420
-1,000 Reduced 10.38%
8,637 $418 Million
Q3 2024

Oct 28, 2024
BUY
$40.71 - $42.45 $392,322 - $409,090
9,637 New
9,637 $409 Million

Others Institutions Holding BOCT

# of Institutions
99
Shares Held
3.9M
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
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