Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Call Options Transaction History

Outlook Wealth Advisors, LLC

$288 Million
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BJUL

# of Institutions

118

Shares Held

4.55M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$25.5 Million
0.04% of portfolio
Brookstone Capital Management

374K
Shares

$16.6 Million
0.27% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.3 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.6 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

252K
Shares

$11.2 Million
3.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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