Lantz Financial LLC Innovator U.S. Equity Buffer E Transaction History
Lantz Financial LLC
- $348 Million
- Q1 2025
A detailed history of Lantz Financial LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Lantz Financial LLC holds 28,035 shares of BMAR stock, worth $1.27 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
28,035
Previous 17,631
59.01%
Holding current value
$1.27 Million
Previous $814,000
56.14%
% of portfolio
0.37%
Previous 0.23%
Shares
9 transactions
Others Institutions Holding BMAR
# of Institutions
108Shares Held
2.65MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$18.8 Million6.33% of portfolio
-
Penserra Capital Management LLC Orinda, CA332KShares$15 Million0.28% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ138KShares$6.26 Million0.02% of portfolio
-
Commonwealth Equity Services, LLC120KShares$5.44 Million0.01% of portfolio
-
Retirement Planning Group115KShares$5.22 Million0.35% of portfolio