Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 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 383,304 shares of BMAR stock, worth $18.1 Million. This represents 6.13% of its overall portfolio holdings.
Number of Shares
383,304
Previous 386,972
0.95%
Holding current value
$18.1 Million
Previous $17.4 Million
1.62%
% of portfolio
6.13%
Previous 6.05%
Shares
4 transactions
Others Institutions Holding BMAR
# of Institutions
98Shares Held
2.55MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA292KShares$13.8 Million0.29% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.69 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC131KShares$6.18 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.44 Million0.33% of portfolio
-
Round Table Services, LLC101KShares$4.76 Million0.6% of portfolio