Outlook Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Outlook Wealth Advisors, LLC
- $285 Million
- Q1 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 8,990 shares of UAPR stock, worth $263,946. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,990
Previous 10,188
11.76%
Holding current value
$263,946
Previous $279,000
9.32%
% of portfolio
0.09%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding UAPR
# of Institutions
59Shares Held
1.8MCall Options Held
0Put Options Held
0-
Tradition Wealth Management, LLC292KShares$8.58 Million0.86% of portfolio
-
Commonwealth Equity Services, LLC211KShares$6.19 Million0.01% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH130KShares$3.81 Million0.43% of portfolio
-
Mgo One Seven LLC Beachwood, OH100KShares$2.94 Million0.15% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ95.9KShares$2.81 Million0.01% of portfolio