West Family Investments, Inc. Innovator U.S. Equity Buffer E Transaction History

West Family Investments, Inc.

$321 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 12, 2021	SELL	$28.87 - $30.48 $438,824 - $463,296	-15,200 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$26.19 - $29.14 $398,088 - $442,928	15,200 New	15,200 $443,000

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

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