Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 5,947 shares of BMAR stock, worth $308,589. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,947
Previous 5,947
-0.0%
Holding current value
$308,589
Previous $291,000
5.15%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding BMAR
# of Institutions
107Shares Held
2.43MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA360KShares$18.7 Million0.24% of portfolio
-
Macroview Investment Management LLC138KShares$7.18 Million5.48% of portfolio
-
Commonwealth Equity Services, LLC126KShares$6.53 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ120KShares$6.23 Million0.01% of portfolio
-
Round Table Services, LLC101KShares$5.24 Million0.6% of portfolio