Collaborative Wealth Managment Inc. Innovator U.S. Equity Buffer E Transaction History
Collaborative Wealth Managment Inc.
- $214 Million
- Q4 2024
A detailed history of Collaborative Wealth Managment Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 41,679 shares of BMAY stock, worth $1.71 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
41,679
Previous 41,679
-0.0%
Holding current value
$1.71 Million
Previous $1.64 Million
2.19%
% of portfolio
0.78%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding BMAY
# of Institutions
89Shares Held
2.56MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA337KShares$13.8 Million0.29% of portfolio
-
Valtinson Bruner Financial Planning LLC222KShares$9.11 Million3.71% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL173KShares$7.1 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.79 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ118KShares$4.84 Million0.01% of portfolio