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 BMAR
# of Institutions
100Shares Held
2.61MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA292KShares$13.5 Million0.29% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ142KShares$6.56 Million0.02% of portfolio
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Commonwealth Equity Services, LLC131KShares$6.06 Million0.01% of portfolio
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Retirement Planning Group115KShares$5.33 Million0.33% of portfolio
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Round Table Services, LLC101KShares$4.66 Million0.6% of portfolio