Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
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 11,957 shares of BJUL stock, worth $542,249. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,957
Previous 12,481
4.2%
Holding current value
$542,249
Previous $556,000
7.55%
% of portfolio
0.17%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
4.14MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC564KShares$25.6 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA400KShares$18.1 Million0.31% of portfolio
-
Integral Investment Advisors, Inc.264KShares$12 Million3.74% of portfolio
-
Captrust Financial Advisors Raleigh, NC250KShares$11.4 Million0.03% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE186KShares$8.44 Million0.85% of portfolio