Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 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 19,284 shares of BMAY stock, worth $789,872. This represents 0.27% of its overall portfolio holdings.
Number of Shares
19,284
Previous 20,011
3.63%
Holding current value
$789,872
Previous $789,000
1.52%
% of portfolio
0.27%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding BMAY
# of Institutions
89Shares Held
2.43MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA337KShares$13.8 Million0.29% of portfolio
-
Valtinson Bruner Financial Planning LLC225KShares$9.2 Million3.83% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.78 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC132KShares$5.39 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ116KShares$4.75 Million0.01% of portfolio