Outlook Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 10,340 shares of PFEB stock, worth $365,519. This represents 0.12% of its overall portfolio holdings.
Number of Shares
10,340
Previous 6,298
64.18%
Holding current value
$365,519
Previous $205,000
72.2%
% of portfolio
0.12%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding PFEB
# of Institutions
186Shares Held
17.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY3.03MShares$107 Million0.04% of portfolio
-
Gradient Investments LLC2.17MShares$76.7 Million2.09% of portfolio
-
Brookstone Capital Management1.09MShares$38.6 Million0.75% of portfolio
-
Penserra Capital Management LLC Orinda, CA1MShares$35.4 Million0.43% of portfolio
-
Commonwealth Equity Services, LLC579KShares$20.5 Million0.03% of portfolio