Optimist Retirement Group LLC Innovator U.S. Equity Buffer E Transaction History
Optimist Retirement Group LLC
- $196 Million
- Q1 2025
A detailed history of Optimist Retirement Group LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Optimist Retirement Group LLC holds 13,745 shares of BMAY stock, worth $542,102. This represents 0.28% of its overall portfolio holdings.
Number of Shares
13,745
Previous 13,300
3.35%
Holding current value
$542,102
Previous $536 Million
99.9%
% of portfolio
0.28%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding BMAY
# of Institutions
86Shares Held
2.53MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA444KShares$17.5 Million0.31% of portfolio
-
Valtinson Bruner Financial Planning LLC222KShares$8.76 Million3.71% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL173KShares$6.82 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.57 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ118KShares$4.65 Million0.01% of portfolio