Outlook Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Outlook Wealth Advisors, LLC
- $288 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding PMAR
# of Institutions
183Shares Held
11.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.8MShares$72.2 Million0.02% of portfolio
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Penserra Capital Management LLC Orinda, CA1.02MShares$41.1 Million0.87% of portfolio
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Southland Equity Partners LLC Wildwood, MO761KShares$30.5 Million7.27% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ753KShares$30.2 Million0.07% of portfolio
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Commonwealth Equity Services, LLC307KShares$12.3 Million0.02% of portfolio