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 8,067 shares of UMAY stock, worth $259,676. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,067
Previous 222,010
96.37%
Holding current value
$259,676
Previous $6.53 Million
96.26%
% of portfolio
0.09%
Previous 2.74%
Shares
8 transactions
Others Institutions Holding UMAY
# of Institutions
41Shares Held
759KCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC83.8KShares$2.7 Million0.0% of portfolio
-
Castle Rock Wealth Management, LLC62.2KShares$2 Million0.51% of portfolio
-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH48.3KShares$1.55 Million0.17% of portfolio
-
Cetera Investment Advisers Schaumburg, IL46.3KShares$1.49 Million0.0% of portfolio
-
Kfg Wealth Management, LLC Granger, IN40.7KShares$1.31 Million0.55% of portfolio