Outlook Wealth Advisors, LLC ELEVATION SERIES TRUST Transaction History

Outlook Wealth Advisors, LLC

  • $322 Million
  • Q2 2025
Number of Shares
79,198
Previous 53,877 47.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
25,321 Added 47.0%
79,198 $0
Q1 2025

Apr 14, 2025
SELL
N/A
-938 Reduced 1.71%
53,877 $0
Q4 2024

Jan 14, 2025
BUY
N/A
616 Added 1.14%
54,815 $0
Q3 2024

Oct 23, 2024
BUY
N/A
54,199 New
54,199 $0
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