Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
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 414,955 shares of BMAR stock, worth $18.7 Million. This represents 6.33% of its overall portfolio holdings.
Number of Shares
414,955
Previous 383,304
8.26%
Holding current value
$18.7 Million
Previous $17.7 Million
6.34%
% of portfolio
6.33%
Previous 6.13%
Shares
5 transactions
Others Institutions Holding BMAR
# of Institutions
109Shares Held
2.66MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA332KShares$14.9 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.21 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.4 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.18 Million0.35% of portfolio
-
Round Table Services, LLC101KShares$4.55 Million0.6% of portfolio