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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$30.16 - $33.87 $250,086 - $280,850	8,292 New	8,292 $280,000

Others Institutions Holding BMAY

# of Institutions

87

Shares Held

2.43M

Call Options Held

0

Put Options Held

0

Penserra Capital Management LLC Orinda, CA

337K
Shares

$13.5 Million
0.29% of portfolio
Valtinson Bruner Financial Planning LLC

225K
Shares

$8.99 Million
3.83% of portfolio
Raymond James & Associates St Petersburg, FL

141K
Shares

$5.65 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

132K
Shares

$5.26 Million
0.01% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

116K
Shares

$4.64 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BMAY
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