Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 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 14,942 shares of BJUL stock, worth $668,953. This represents 0.23% of its overall portfolio holdings.
Number of Shares
14,942
Previous 14,942
-0.0%
Holding current value
$668,953
Previous $624,000
4.49%
% of portfolio
0.23%
Previous 0.23%
Shares
6 transactions
Others Institutions Holding BJUL
# of Institutions
117Shares Held
4.54MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC575KShares$25.7 Million0.04% of portfolio
-
Brookstone Capital Management374KShares$16.8 Million0.27% of portfolio
-
Penserra Capital Management LLC Orinda, CA301KShares$13.5 Million0.28% of portfolio
-
Personal Cfo Solutions, LLC263KShares$11.8 Million1.63% of portfolio
-
Integral Investment Advisors, Inc.252KShares$11.3 Million3.03% of portfolio