Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 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 364,499 shares of BMAR stock, worth $15.8 Million. This represents 5.33% of its overall portfolio holdings.
Number of Shares
364,499Holding current value
$15.8 Million% of portfolio
5.33%Shares
1 transactions
Others Institutions Holding BMAR
# of Institutions
97Shares Held
3.19MCall Options Held
0Put Options Held
0-
Personal Cfo Solutions, LLC263KShares$11.4 Million1.83% of portfolio
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Brookstone Capital Management234KShares$10.2 Million0.2% of portfolio
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Penserra Capital Management LLC Orinda, CA210KShares$9.1 Million0.11% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ133KShares$5.76 Million0.01% of portfolio
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Retirement Planning Group130KShares$5.63 Million0.44% of portfolio