Lantz Financial LLC Innovator U.S. Equity Buffer E Transaction History
Lantz Financial LLC
- $299 Million
- Q1 2024
A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Lantz Financial LLC holds 17,631 shares of BMAR stock, worth $770,474. This represents 0.25% of its overall portfolio holdings.
Number of Shares
17,631
Previous 14,430
22.18%
Holding current value
$770,474
Previous $571,000
28.55%
% of portfolio
0.25%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding BMAR
# of Institutions
97Shares Held
3.19MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC364KShares$15.9 Million5.33% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.5 Million1.83% of portfolio
-
Brookstone Capital Management234KShares$10.2 Million0.2% of portfolio
-
Penserra Capital Management LLC Orinda, CA210KShares$9.16 Million0.11% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ133KShares$5.79 Million0.01% of portfolio