Outlook Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 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 9,177 shares of FJUL stock, worth $451,416. This represents 0.15% of its overall portfolio holdings.
Number of Shares
9,177
Previous 9,177
-0.0%
Holding current value
$451,416
Previous $422,000
4.5%
% of portfolio
0.15%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding FJUL
# of Institutions
144Shares Held
6.67MCall Options Held
0Put Options Held
0-
Cwm, LLC487KShares$23.9 Million0.1% of portfolio
-
Envestnet Asset Management Inc469KShares$23.1 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$22.9 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$19.9 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH400KShares$19.7 Million7.38% of portfolio