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

Summit Wealth Partners, LLC

$519 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BMAR

# of Institutions

100

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

387K
Shares

$18 Million
6.05% of portfolio
Penserra Capital Management LLC Orinda, CA

292K
Shares

$13.6 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

142K
Shares

$6.61 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

131K
Shares

$6.1 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.37 Million
0.33% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
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