Outlook Wealth Advisors, LLC First Tr Ex Tr Fd Viii Cboe Ve Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 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 36,496 shares of QDEC stock, worth $1.15 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
36,496
Previous 149,731
75.63%
Holding current value
$1.15 Million
Previous $4.39 Million
74.16%
% of portfolio
0.34%
Previous 1.36%
Shares
7 transactions
Others Institutions Holding QDEC
# of Institutions
111Shares Held
6.21MCall Options Held
0Put Options Held
0-
Sequent Planning LLC Omaha, NE536KShares$16.9 Million4.74% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ483KShares$15.2 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL467KShares$14.7 Million0.02% of portfolio
-
Kaye Capital Management El Segundo, CA442KShares$13.9 Million5.68% of portfolio
-
Commonwealth Equity Services, LLC395KShares$12.4 Million0.02% of portfolio