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 |
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Others Institutions Holding BJUN
# of Institutions
83Shares Held
2.81MCall Options Held
0Put Options Held
0-
Brookstone Capital Management409KShares$16 Million0.27% of portfolio
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Penserra Capital Management LLC Orinda, CA320KShares$12.5 Million0.28% of portfolio
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Lantz Financial LLC259KShares$10.1 Million2.89% of portfolio
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Cerity Partners LLC New York, NY164KShares$6.4 Million0.01% of portfolio
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Commonwealth Equity Services, LLC127KShares$4.97 Million0.01% of portfolio