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

Brown Wealth Management, LLC

$277 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$34.55 - $37.11 $306,734 - $329,462	8,878 New	8,878 $329 Million

Others Institutions Holding BMAR

# of Institutions

100

Shares Held

2.61M

Call Options Held

0

Put Options Held

0

Outlook Wealth Advisors, LLC

387K
Shares

$18.1 Million
6.05% of portfolio
Penserra Capital Management LLC Orinda, CA

292K
Shares

$13.7 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

142K
Shares

$6.63 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

131K
Shares

$6.12 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.39 Million
0.33% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
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