Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $277 Million
- Q2 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 20,011 shares of BMAY stock, worth $787,833. This represents 0.27% of its overall portfolio holdings.
Number of Shares
20,011
Previous 20,011
-0.0%
Holding current value
$787,833
Previous $712,000
6.74%
% of portfolio
0.27%
Previous 0.25%
Shares
4 transactions
Others Institutions Holding BMAY
# of Institutions
85Shares Held
2.8MCall Options Held
0Put Options Held
0-
Brookstone Capital Management389KShares$15.3 Million0.28% of portfolio
-
Penserra Capital Management LLC Orinda, CA267KShares$10.5 Million0.13% of portfolio
-
Valtinson Bruner Financial Planning LLC226KShares$8.9 Million4.61% of portfolio
-
Raymond James & Associates St Petersburg, FL142KShares$5.61 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC142KShares$5.58 Million0.01% of portfolio