U.S. Capital Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
U.S. Capital Wealth Advisors, LLC
- $3.03 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.01MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$26.3 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.8 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$12 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.5 Million3.03% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ197KShares$9.02 Million0.02% of portfolio