Keystone Wealth Services, LLC Innovator U.S. Equity Buffer E Transaction History
Keystone Wealth Services, LLC
- $351 Million
- Q4 2024
A detailed history of Keystone Wealth Services, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 4,857 shares of BMAR stock, worth $225,559. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,857
Previous 4,857
-0.0%
Holding current value
$225,559
Previous $218,000
2.75%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding BMAR
# of Institutions
104Shares Held
2.58MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC383KShares$17.8 Million6.13% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$15.4 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.41 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.56 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.34 Million0.32% of portfolio