Outlook Wealth Advisors, LLC BMAR Holdings History
Outlook Wealth Advisors, LLC's Innovator U.S. Equity Buffer ETF - March Holding Summary
As of 2025-03-31, Outlook Wealth Advisors, LLC held 414,955.00 shares of Innovator U.S. Equity Buffer ETF - March(BMAR), totaling $18.90 Mil. This investment constitutes 5.26% of their stock portfolio, and Outlook Wealth Advisors, LLC now holds 10.12% of the outstanding Innovator U.S. Equity Buffer ETF - March(BMAR) stock.
The initial trade took place in 2024Q1. And since then Outlook Wealth Advisors, LLC has made 4 purchases of BMAR, at an average price of $41.13, for a total of 418,623.00 shares. In addition, there have been 1 sales at an average price of $45.88 for 3,668.00 shares. Based on historical transaction data and BMAR's current price of $49.85, Outlook Wealth Advisors, LLC's estimated gain on his BMAR holdings is $3.64 Mil, reflecting a 21.12% gain to date.
Outlook Wealth Advisors, LLC BMAR ($49.85) Holding Chart
Outlook Wealth Advisors, LLC BMAR ($49.85) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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