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

Wealth Shield Partners, LLC

$640 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$33.54 - $35.45 $16,770 - $17,725	500 Added 31.25%	2,100 $70,000
Q1 2023 May 08, 2023	BUY	$30.15 - $32.46 $48,240 - $51,936	1,600 New	1,600 $51,000

Others Institutions Holding BSEP

# of Institutions

102

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

398K
Shares

$16.7 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

245K
Shares

$10.3 Million
0.13% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

162K
Shares

$6.79 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

135K
Shares

$5.68 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BSEP
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