Outlook Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
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 6,049 shares of UMAY stock, worth $208,085. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,049Holding current value
$208,085% of portfolio
0.07%Shares
10 transactions
Others Institutions Holding UMAY
# of Institutions
50Shares Held
832KCall Options Held
0Put Options Held
0-
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH131KShares$4.51 Million0.35% of portfolio
-
Kestra Advisory Services, LLC57.1KShares$1.96 Million0.01% of portfolio
-
Castle Rock Wealth Management, LLC51.9KShares$1.79 Million0.5% of portfolio
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Kfg Wealth Management, LLC Granger, IN39.1KShares$1.35 Million0.33% of portfolio
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Envestnet Asset Management Inc36KShares$1.24 Million0.0% of portfolio