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 25,335 shares of BJUN stock, worth $990,598. This represents 0.36% of its overall portfolio holdings.
Number of Shares
25,335
Previous 29,296
13.52%
Holding current value
$990,598
Previous $1.1 Million
10.08%
% of portfolio
0.36%
Previous 0.39%
Shares
14 transactions
Others Institutions Holding BJUN
# of Institutions
85Shares Held
2.94MCall Options Held
0Put Options Held
0-
Brookstone Capital Management387KShares$15.1 Million0.28% of portfolio
-
Lantz Financial LLC265KShares$10.4 Million3.34% of portfolio
-
Penserra Capital Management LLC Orinda, CA254KShares$9.93 Million0.13% of portfolio
-
Cerity Partners LLC New York, NY160KShares$6.24 Million0.02% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE160KShares$6.24 Million1.02% of portfolio