Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Put Options Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
---|
Others Institutions Holding BAPR
# of Institutions
107Shares Held
7.41MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.22MShares$101 Million33.39% of portfolio
-
Gradient Investments LLC1.04MShares$47.3 Million1.06% of portfolio
-
Brookstone Capital Management554KShares$25.3 Million0.38% of portfolio
-
Commonwealth Equity Services, LLC482KShares$22 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA403KShares$18.4 Million0.31% of portfolio