A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 7,087 shares of BMAY stock, worth $270,439. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,087
Previous 7,087 -0.0%
Holding current value
$270,439
Previous $239,000 5.44%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024

SELL
$30.16 - $33.87 $49,281 - $55,343
-1,634 Reduced 18.74%
7,087 $239,000
Q2 2023

Aug 11, 2023

BUY
$29.63 - $31.78 $33,333 - $35,752
1,125 Added 14.81%
8,721 $277,000
Q3 2022

Nov 01, 2022

SELL
$27.96 - $31.25 $111,840 - $125,000
-4,000 Reduced 34.49%
7,596 $208,000
Q2 2022

Aug 02, 2022

BUY
$27.64 - $32.98 $320,513 - $382,436
11,596 New
11,596 $329,000

Others Institutions Holding BMAY

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BMAY
  • Sector ETFs
  • Industry ETFs
More about BMAY
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.