Outlook Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Outlook Wealth Advisors, LLC
- $322 Million
- Q2 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr Ex Tr Fd Viii Cboe Ve stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 149,731 shares of QDEC stock, worth $4.68 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
149,731
Previous 148,782
0.64%
Holding current value
$4.68 Million
Previous $3.9 Million
12.67%
% of portfolio
1.36%
Previous 1.31%
Shares
6 transactions
Others Institutions Holding QDEC
# of Institutions
107Shares Held
8.54MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE2.11MShares$66 Million19.62% of portfolio
-
Commonwealth Equity Services, LLC506KShares$15.8 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ483KShares$15.1 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14.6 Million0.02% of portfolio
-
Modern Wealth Management, LLC Lenexa, KS442KShares$13.8 Million0.34% of portfolio