A detailed history of Tradition Wealth Management, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 6,146 shares of BMAR stock, worth $281,363. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,146
Previous 7,106 13.51%
Holding current value
$281,363
Previous $306,000 9.8%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$41.71 - $45.02 $40,041 - $43,219
-960 Reduced 13.51%
6,146 $276,000
Q2 2024

Aug 12, 2024

BUY
$40.14 - $43.26 $46,642 - $50,268
1,162 Added 19.55%
7,106 $306,000
Q1 2024

May 13, 2024

BUY
$39.28 - $41.67 $233,480 - $247,686
5,944 New
5,944 $247,000
Q3 2021

Nov 12, 2021

SELL
$32.54 - $33.67 $630,364 - $652,255
-19,372 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$31.35 - $32.83 $212,396 - $222,423
6,775 Added 53.78%
19,372 $618,000
Q1 2021

May 14, 2021

BUY
$29.57 - $31.13 $370,216 - $389,747
12,520 Added 16259.74%
12,597 $402,000
Q4 2020

Feb 16, 2021

BUY
$27.77 - $29.64 $2,138 - $2,282
77 New
77 $2,000

Others Institutions Holding BMAR

About INNOVATOR U.S. EQUITY BUFFER E


  • Ticker BMAR
  • Sector ETFs
  • Industry ETFs
More about BMAR
Track This Portfolio

Track Tradition Wealth Management, LLC Portfolio

Follow Tradition Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.