Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 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 $412,078. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,637Holding current value
$412,078% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding BOCT
# of Institutions
94Shares Held
3.61MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC645KShares$27.6 Million0.04% of portfolio
-
Trustcore Financial Services, LLC597KShares$25.5 Million1.69% of portfolio
-
Integral Investment Advisors, Inc.241KShares$10.3 Million3.75% of portfolio
-
Penserra Capital Management LLC Orinda, CA237KShares$10.1 Million0.12% of portfolio
-
High Tower Advisors, LLC Chicago, IL155KShares$6.64 Million0.01% of portfolio