Uma Financial Services, Inc. Innovator U.S. Equity Buffer E Transaction History
Uma Financial Services, Inc.
- $601 Million
- Q2 2025
A detailed history of Uma Financial Services, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,055 shares of BSEP stock, worth $50,724. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,055
Previous 1,055
-0.0%
Holding current value
$50,724
Previous $44,000
6.82%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
117Shares Held
3.92MCall Options Held
0Put Options Held
0-
Brookstone Capital Management561KShares$27 Million0.38% of portfolio
-
Outlook Wealth Advisors, LLC406KShares$19.5 Million5.93% of portfolio
-
Penserra Capital Management LLC Orinda, CA387KShares$18.6 Million0.24% of portfolio
-
Commonwealth Equity Services, LLC290KShares$13.9 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ226KShares$10.9 Million0.02% of portfolio