Optimist Retirement Group LLC Innovator U.S. Equity Buffer E Transaction History
Optimist Retirement Group LLC
- $211 Billion
- Q4 2024
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 13,300 shares of BMAY stock, worth $545,832. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,300
Previous 13,134
1.26%
Holding current value
$545,832
Previous $518 Million
3.46%
% of portfolio
0.25%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding BMAY
# of Institutions
90Shares Held
2.6MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA337KShares$13.8 Million0.29% of portfolio
-
Valtinson Bruner Financial Planning LLC225KShares$9.22 Million3.83% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL173KShares$7.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.79 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC132KShares$5.4 Million0.01% of portfolio