Outlook Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Outlook Wealth Advisors, LLC
- $298 Million
- Q1 2025
Shares
2 transactions
Others Institutions Holding DJUL
# of Institutions
117Shares Held
5.65MCall Options Held
0Put Options Held
0-
Ogorek Anthony Joseph769KShares$30.7 Million10.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ526KShares$21 Million0.06% of portfolio
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Raymond James Financial Inc St. Petersburg, FL411KShares$16.4 Million0.01% of portfolio
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Raymond James & Associates St Petersburg, FL259KShares$10.4 Million0.01% of portfolio
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Armis Advisers, LLC Atlanta, GA198KShares$7.93 Million1.02% of portfolio