Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 19,284 shares of BMAY stock, worth $722,764. This represents 0.26% of its overall portfolio holdings.
Number of Shares
19,284
Previous 19,284
-0.0%
Holding current value
$722,764
Previous $777,000
2.19%
% of portfolio
0.26%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding BMAY
# of Institutions
90Shares Held
2.54MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA379KShares$14.2 Million0.28% of portfolio
-
Valtinson Bruner Financial Planning LLC222KShares$8.32 Million3.71% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL173KShares$6.49 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL141KShares$5.29 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ118KShares$4.42 Million0.01% of portfolio