Uma Financial Services, Inc. Innovator U.S. Equity Buffer E Transaction History
Uma Financial Services, Inc.
- $648 Million
- Q3 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 $51,040. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,055
Previous 1,055
-0.0%
Holding current value
$51,040
Previous $47,000
6.38%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding BSEP
# of Institutions
112Shares Held
4.23MCall Options Held
0Put Options Held
0-
Brookstone Capital Management561KShares$27.1 Million0.38% of portfolio
-
Outlook Wealth Advisors, LLC406KShares$19.6 Million5.93% of portfolio
-
Penserra Capital Management LLC Orinda, CA392KShares$19 Million0.25% of portfolio
-
Commonwealth Equity Services, LLC290KShares$14 Million0.02% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il255KShares$12.3 Million0.0% of portfolio