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
105Shares Held
4.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph774KShares$32.9 Million10.99% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ554KShares$23.5 Million0.05% of portfolio
-
Raymond James & Associates St Petersburg, FL259KShares$11 Million0.01% of portfolio
-
Envestnet Asset Management Inc231KShares$9.84 Million0.0% of portfolio
-
Ignite Planners, LLC203KShares$8.62 Million2.0% of portfolio