Outlook Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 19,890 shares of FJUL stock, worth $918,918. This represents 0.31% of its overall portfolio holdings.
Number of Shares
19,890
Previous 9,177
116.74%
Holding current value
$918,918
Previous $381,000
132.02%
% of portfolio
0.31%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding FJUL
# of Institutions
132Shares Held
8.19MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA970KShares$44.8 Million0.01% of portfolio
-
Envestnet Asset Management Inc650KShares$30 Million0.01% of portfolio
-
Commonwealth Equity Services, LLC536KShares$24.8 Million0.04% of portfolio
-
Astor Investment Management LLC507KShares$23.4 Million10.0% of portfolio
-
Mc Carthy & Cox Marysville, OH401KShares$18.5 Million6.73% of portfolio