Outlook Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
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 19,001 shares of BSEP stock, worth $796,901. This represents 0.28% of its overall portfolio holdings.
Number of Shares
19,001
Previous 15,170
25.25%
Holding current value
$796,901
Previous $616,000
29.87%
% of portfolio
0.28%
Previous 0.22%
Shares
14 transactions
Others Institutions Holding BSEP
# of Institutions
102Shares Held
3.05MCall Options Held
0Put Options Held
0-
Brookstone Capital Management398KShares$16.7 Million0.28% of portfolio
-
Commonwealth Equity Services, LLC326KShares$13.7 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA245KShares$10.3 Million0.13% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ162KShares$6.79 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL135KShares$5.68 Million0.01% of portfolio