Crown Wealth Group, LLC Innovator U.S. Equity Buffer E Transaction History

Crown Wealth Group, LLC

$221 Million
Q4 2024

A detailed history of Crown Wealth Group, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Crown Wealth Group, LLC holds 4,400 shares of BMAR stock, worth $208,164. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,400

Holding current value

$208,164

% of portfolio

0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 05, 2025	BUY	$44.7 - $46.74 $196,680 - $205,656	4,400 New	4,400 $203,000

Others Institutions Holding BMAR

# of Institutions

101

Shares Held

2.62M

Call Options Held

Put Options Held

Outlook Wealth Advisors, LLC

383K
Shares

$18.1 Million
6.13% of portfolio
Penserra Capital Management LLC Orinda, CA

292K
Shares

$13.8 Million
0.29% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

138K
Shares

$6.53 Million
0.02% of portfolio
Commonwealth Equity Services, LLC

120K
Shares

$5.67 Million
0.01% of portfolio
Retirement Planning Group

115K
Shares

$5.46 Million
0.33% of portfolio

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAR
Sector ETFs
Industry ETFs

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Crown Wealth Group, LLC Innovator U.S. Equity Buffer E Transaction History