Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 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 $269,323. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,883
Previous 7,857 25.12%
Holding current value
$269,323
Previous $339,000 22.12%
% of portfolio
0.1%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$41.71 - $45.02 $82,335 - $88,869
-1,974 Reduced 25.12%
5,883 $264,000
Q1 2024

May 01, 2024
BUY
$39.28 - $41.67 $38,140 - $40,461
971 Added 14.1%
7,857 $327,000
Q1 2023

Apr 18, 2023
BUY
$32.07 - $34.66 $220,834 - $238,668
6,886 New
6,886 $238,000

Others Institutions Holding BMAR

# of Institutions
100
Shares Held
2.62M
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
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