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 10,913 shares of BMAY stock, worth $439,684. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,913
Previous 10,936 0.21%
Holding current value
$439,684
Previous $415,000 3.61%
% of portfolio
0.12%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$36.7 - $39.46 $844 - $907
-23 Reduced 0.21%
10,913 $430,000
Q2 2024

Jul 10, 2024

BUY
$35.36 - $38.01 $94,199 - $101,258
2,664 Added 32.21%
10,936 $415,000
Q1 2024

Apr 10, 2024

SELL
$33.5 - $35.6 $11,390 - $12,104
-340 Reduced 3.95%
8,272 $294,000
Q4 2023

Jan 12, 2024

SELL
$30.16 - $33.87 $663 - $745
-22 Reduced 0.25%
8,612 $291,000
Q2 2023

Jul 12, 2023

BUY
$29.63 - $31.78 $255,825 - $274,388
8,634 New
8,634 $274,000
Q2 2022

Jul 29, 2022

BUY
$27.64 - $32.98 $191,296 - $228,254
6,921 Added 63.33%
17,850 $507,000
Q1 2022

May 05, 2022

BUY
$30.79 - $33.29 $336,503 - $363,826
10,929 New
10,929 $358,000

Others Institutions Holding BMAY

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BMAY
  • Sector ETFs
  • Industry ETFs
More about BMAY
Track This Portfolio

Track Lantz Financial LLC Portfolio

Follow Lantz Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lantz Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lantz Financial LLC with notifications on news.