Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $298 Million
- Q1 2025
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 $278,442. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,883
Previous 5,883
-0.0%
Holding current value
$278,442
Previous $271,000
1.48%
% of portfolio
0.09%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
111Shares Held
3.03MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$19.6 Million6.33% of portfolio
-
Penserra Capital Management LLC Orinda, CA388KShares$18.4 Million0.32% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.7 Million0.02% of portfolio
-
Macroview Investment Management LLC140KShares$6.61 Million6.15% of portfolio
-
Commonwealth Equity Services, LLC132KShares$6.25 Million0.01% of portfolio