Collaborative Wealth Managment Inc. Innovator U.S. Equity Buffer E Transaction History

Collaborative Wealth Managment Inc.

  • $195 Million
  • Q1 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 46,679 shares of BMAY stock, worth $1.77 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
46,679
Previous 50,679 7.89%
Holding current value
$1.77 Million
Previous $1.72 Million 3.15%
% of portfolio
0.85%
Previous 0.95%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
SELL
$33.5 - $35.6 $134,000 - $142,400
-4,000 Reduced 7.89%
46,679 $1.66 Million
Q2 2023

Aug 07, 2023
BUY
$29.63 - $31.78 $11,377 - $12,203
384 Added 0.76%
50,679 $1.61 Million
Q2 2022

Aug 15, 2022
BUY
$27.64 - $32.98 $1.39 Million - $1.66 Million
50,295 New
50,295 $1.43 Million

Others Institutions Holding BMAY

# of Institutions
87
Shares Held
2.31M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BMAY Quotes by TradingView
  • Ticker BMAY
  • Sector ETFs
  • Industry ETFs
More about BMAY
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