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 26,370 shares of PTF stock, worth $1.57 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
26,370
Previous 20,837
26.55%
Holding current value
$1.57 Million
Previous $1.51 Million
3.9%
% of portfolio
0.53%
Previous 0.52%
Shares
4 transactions
Others Institutions Holding PTF
# of Institutions
123Shares Held
4.92MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$38.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC627KShares$37.4 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$28.4 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$17.9 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$14.8 Million1.78% of portfolio