Outlook Wealth Advisors, LLC First Tr ETF Fd Iv First Tr Lo Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
Shares
8 transactions
Others Institutions Holding LMBS
# of Institutions
457Shares Held
81.5MCall Options Held
5KPut Options Held
0-
Morgan Stanley New York, NY12.9MShares$638 Million0.05% of portfolio
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Lpl Financial LLC Fort Mill, SC9.25MShares$457 Million0.18% of portfolio
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Wells Fargo & Company San Francisco, CA5.08MShares$251 Million0.06% of portfolio
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Ubs Group Ag4.13MShares$204 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.41MShares$169 Million0.07% of portfolio