Outlook Wealth Advisors, LLC Innovator U.S. Equity Ultra Bu Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 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 12,557 shares of USEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.
Number of Shares
12,557
Previous 12,560
0.02%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding USEP
# of Institutions
71Shares Held
3.57MCall Options Held
0Put Options Held
0-
Kellett Schaffner Wealth Advisors LLC Cincinnati, OH883KShares$00.0% of portfolio
-
Brookstone Capital Management868KShares$00.0% of portfolio
-
Sovran Advisors, LLC San Diego, CA522KShares$02.61% of portfolio
-
Envestnet Asset Management Inc131KShares$00.0% of portfolio
-
Kestra Advisory Services, LLC85.7KShares$00.0% of portfolio