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 414,955 shares of BMAR stock, worth $18.8 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
414,955
Previous 383,304
8.26%
Holding current value
$18.8 Million
Previous $17.7 Million
6.34%
% of portfolio
6.33%
Previous 6.13%
Shares
5 transactions
Others Institutions Holding BMAR
# of Institutions
109Shares Held
2.95MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA388KShares$17.6 Million0.32% of portfolio
-
Macroview Investment Management LLC140KShares$6.32 Million6.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.24 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.42 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.2 Million0.35% of portfolio