Outlook Wealth Advisors, LLC First Tr Exch Trd Fd Viii Ft C Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr Exch Trd Fd Viii Ft C stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,177 shares of FJUL stock, worth $459,400. This represents 0.16% of its overall portfolio holdings.
Number of Shares
9,177
Previous 9,177
-0.0%
Holding current value
$459,400
Previous $441,000
1.81%
% of portfolio
0.16%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding FJUL
# of Institutions
145Shares Held
7.23MCall Options Held
0Put Options Held
0-
Raymond James Financial Inc St. Petersburg, FL704KShares$35.3 Million0.01% of portfolio
-
Envestnet Asset Management Inc488KShares$24.4 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL465KShares$23.3 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL405KShares$20.3 Million0.03% of portfolio
-
Mc Carthy & Cox Marysville, OH389KShares$19.5 Million6.62% of portfolio