Summit Wealth Partners, LLC Innovator U.S. Equity Buffer E Transaction History

Summit Wealth Partners, LLC

  • $493 Billion
  • Q1 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,349 shares of BMAR stock, worth $416,615. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,349
Holding current value
$416,615
% of portfolio
0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$44.99 - $47.69 $375,621 - $398,163
8,349 New
8,349 $380 Million
Q3 2023

Sep 11, 2024
SELL
$36.21 - $37.74 $292,721 - $305,090
-8,084 Closed
0 $0
Q1 2023

Sep 11, 2024
BUY
$32.07 - $34.66 $259,253 - $280,191
8,084 New
8,084 $280 Million

Others Institutions Holding BMAR

# of Institutions
109
Shares Held
3.46M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BMAR Quotes by TradingView
  • Ticker BMAR
  • Sector ETFs
  • Industry ETFs
More about BMAR
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