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 $510,085. This represents 0.17% of its overall portfolio holdings.
Number of Shares
11,957
Previous 12,481
4.2%
Holding current value
$510,085
Previous $556,000
7.55%
% of portfolio
0.17%
Previous 0.19%
Shares
8 transactions
Others Institutions Holding BJUL
# of Institutions
115Shares Held
3.28MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA341KShares$14.6 Million0.28% of portfolio
-
Integral Investment Advisors, Inc.264KShares$11.3 Million3.74% of portfolio
-
Commonwealth Equity Services, LLC215KShares$9.18 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ198KShares$8.45 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL175KShares$7.46 Million0.01% of portfolio