Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,481 shares of BJUL stock, worth $536,807. This represents 0.19% of its overall portfolio holdings.
Number of Shares
12,481
Previous 14,942
16.47%
Holding current value
$536,807
Previous $652,000
14.72%
% of portfolio
0.19%
Previous 0.23%
Shares
7 transactions
Others Institutions Holding BJUL
# of Institutions
118Shares Held
3.35MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$14.7 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.258KShares$11.1 Million3.11% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.26 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$8.52 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.52 Million0.01% of portfolio