A detailed history of Outlook Wealth Advisors, LLC transactions in Xp Inc. stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 16,152 shares of XP stock, worth $195,439. This represents 0.1% of its overall portfolio holdings.

Number of Shares
16,152
Previous 13,549 19.21%
Holding current value
$195,439
Previous $238,000 21.43%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$15.95 - $20.0 $41,517 - $52,060
2,603 Added 19.21%
16,152 $289,000
Q2 2024

Jul 18, 2024

SELL
$17.07 - $25.33 $4,813 - $7,143
-282 Reduced 2.04%
13,549 $238,000
Q1 2024

Apr 22, 2024

BUY
$23.64 - $26.3 $56,570 - $62,935
2,393 Added 20.92%
13,831 $354,000
Q4 2023

Jan 29, 2024

BUY
$19.56 - $26.78 $223,727 - $306,309
11,438 New
11,438 $298,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $5.42B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.