Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $280 Million
- Q4 2024
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,883 shares of BMAR stock, worth $273,206. This represents 0.1% of its overall portfolio holdings.
Number of Shares
5,883
Previous 5,883
-0.0%
Holding current value
$273,206
Previous $264,000
2.65%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
104Shares Held
2.58MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$17.8 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$15.4 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.41 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.56 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.34 Million0.32% of portfolio