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 50,521 shares of POCT stock, worth $1.94 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
50,521
Previous 50,321
0.4%
Holding current value
$1.94 Million
Previous $1.82 Million
4.24%
% of portfolio
0.66%
Previous 0.76%
Shares
5 transactions
Others Institutions Holding POCT
# of Institutions
169Shares Held
15.2MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.2.61MShares$99.9 Million53.06% of portfolio
-
Alliancebernstein L.P. New York, NY1.58MShares$60.4 Million0.02% of portfolio
-
Penserra Capital Management LLC Orinda, CA901KShares$34.5 Million0.42% of portfolio
-
Global Strategic Investment Solutions, LLC870KShares$33.3 Million4.06% of portfolio
-
Commonwealth Equity Services, LLC611KShares$23.4 Million0.04% of portfolio