Outlook Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
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 93,468 shares of QDEC stock, worth $2.45 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
93,468
Previous 97,948
4.57%
Holding current value
$2.45 Million
Previous $2.61 Million
1.45%
% of portfolio
0.89%
Previous 0.91%
Shares
4 transactions
Others Institutions Holding QDEC
# of Institutions
90Shares Held
8.12MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$48.7 Million18.77% of portfolio
-
Stuart Chaussee & Associates, Inc.1.8MShares$47.1 Million31.81% of portfolio
-
Cetera Investment Advisers Schaumburg, IL437KShares$11.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL302KShares$7.93 Million0.0% of portfolio
-
Kestra Advisory Services, LLC284KShares$7.44 Million0.05% of portfolio