Ae Wealth Management LLC Innovator U.S. Equity Buffer E Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,328 shares of BMAR stock, worth $110,207. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,328
Previous 2,621 11.18%
Holding current value
$110,207
Previous $121,000 12.4%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$44.99 - $47.69 $13,182 - $13,973
-293 Reduced 11.18%
2,328 $106,000
Q4 2024

Feb 13, 2025
SELL
$44.7 - $46.74 $98,295 - $102,781
-2,199 Reduced 45.62%
2,621 $121,000
Q3 2024

Nov 14, 2024
SELL
$41.71 - $45.02 $2,961 - $3,196
-71 Reduced 1.45%
4,820 $216,000
Q2 2024

Aug 12, 2024
BUY
$40.14 - $43.26 $196,324 - $211,584
4,891 New
4,891 $211,000
Q4 2023

Feb 14, 2024
SELL
$35.17 - $39.62 $56,975 - $64,184
-1,620 Reduced 6.31%
24,052 $952,000
Q3 2023

Oct 11, 2023
BUY
$36.21 - $37.74 $96,644 - $100,728
2,669 Added 11.6%
25,672 $932,000
Q2 2023

Jul 10, 2023
SELL
$34.55 - $37.11 $124,483 - $133,707
-3,603 Reduced 13.54%
23,003 $853,000
Q1 2023

Apr 14, 2023
BUY
$32.07 - $34.66 $261,947 - $283,102
8,168 Added 44.3%
26,606 $922,000
Q4 2022

Jan 31, 2023
BUY
$30.11 - $33.06 $17,072 - $18,745
567 Added 3.17%
18,438 $593,000
Q3 2022

Oct 25, 2022
SELL
$30.16 - $34.05 $19,453 - $21,962
-645 Reduced 3.48%
17,871 $539,000
Q2 2022

Aug 03, 2022
BUY
$30.23 - $35.19 $695 - $809
23 Added 0.12%
18,516 $573,000
Q1 2022

Apr 18, 2022
BUY
$32.99 - $35.43 $610,084 - $655,206
18,493 New
18,493 $648,000

Others Institutions Holding BMAR

# of Institutions
111
Shares Held
3.03M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BMAR Quotes by TradingView
  • Ticker BMAR
  • Sector ETFs
  • Industry ETFs
More about BMAR
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email