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
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$33.5 - $35.6 $54,906 - $58,348
-1,639 Reduced 7.57%
20,011 $712,000
Q1 2023

Apr 18, 2023

SELL
$28.88 - $30.67 $114,538 - $121,637
-3,966 Reduced 15.48%
21,650 $654,000
Q3 2022

Oct 25, 2022

BUY
$27.42 - $31.25 $457,584 - $521,500
16,688 Added 186.92%
25,616 $702,000
Q2 2021

Jul 21, 2021

BUY
$29.81 - $31.15 $266,143 - $278,107
8,928 New
8,928 $278,000

Others Institutions Holding BMAY

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BMAY
  • Sector ETFs
  • Industry ETFs
More about BMAY
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.