Outlook Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding DJUL
# of Institutions
103Shares Held
4.62MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.3 Million10.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.2 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$10.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.68 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.47 Million2.0% of portfolio