Outlook Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Outlook Wealth Advisors, LLC

  • $298 Million
  • Q1 2025

A detailed history of Outlook Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 11,984 shares of PPA stock, worth $1.62 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
11,984
Previous 9,504 26.09%
Holding current value
$1.62 Million
Previous $1.09 Million 28.26%
% of portfolio
0.47%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$113.59 - $123.29 $281,703 - $305,759
2,480 Added 26.09%
11,984 $1.4 Million
Q4 2024

Jan 14, 2025
SELL
$113.79 - $124.5 $54,505 - $59,635
-479 Reduced 4.8%
9,504 $1.09 Million
Q3 2024

Oct 23, 2024
BUY
$102.05 - $114.97 $47,045 - $53,001
461 Added 4.84%
9,983 $1.15 Million
Q2 2024

Jul 18, 2024
BUY
$98.11 - $105.73 $934,203 - $1.01 Million
9,522 New
9,522 $978,000

Others Institutions Holding PPA

# of Institutions
435
Shares Held
22.5M
Call Options Held
13.5K
Put Options Held
53.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

PPA Quotes by TradingView
  • Ticker PPA
  • Sector ETFs
  • Industry ETFs
More about PPA
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email