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 386,972 shares of BMAR stock, worth $17.7 Million. This represents 6.05% of its overall portfolio holdings.
Number of Shares
386,972
Previous 374,357
3.37%
Holding current value
$17.7 Million
Previous $16.2 Million
7.8%
% of portfolio
6.05%
Previous 5.83%
Shares
3 transactions
Others Institutions Holding BMAR
# of Institutions
100Shares Held
2.62MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA292KShares$13.4 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.5 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.28 Million0.33% of portfolio
-
Round Table Services, LLC101KShares$4.62 Million0.6% of portfolio