Outlook Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 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 148,782 shares of QDEC stock, worth $3.92 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
148,782
Previous 93,468
59.18%
Holding current value
$3.92 Million
Previous $2.57 Million
51.48%
% of portfolio
1.31%
Previous 0.89%
Shares
5 transactions
Others Institutions Holding QDEC
# of Institutions
96Shares Held
8.73MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE1.86MShares$49 Million18.77% of portfolio
-
Stuart Chaussee & Associates, Inc.1.8MShares$47.3 Million31.81% of portfolio
-
Ferguson Shapiro LLC439KShares$11.6 Million7.34% of portfolio
-
Cetera Investment Advisers Schaumburg, IL437KShares$11.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL302KShares$7.97 Million0.0% of portfolio