Outlook Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Outlook Wealth Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Outlook Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 20,837 shares of PTF stock, worth $1.21 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
20,837
Previous 22,061
5.55%
Holding current value
$1.21 Million
Previous $1.4 Million
8.01%
% of portfolio
0.52%
Previous 0.49%
Shares
3 transactions
Others Institutions Holding PTF
# of Institutions
121Shares Held
4.91MCall Options Held
5.5KPut Options Held
380K-
Morgan Stanley New York, NY639KShares$37.2 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC627KShares$36.5 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL477KShares$27.8 Million0.05% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL300KShares$17.5 Million0.01% of portfolio
-
Transamerica Financial Advisors, Inc. Clearwater, FL248KShares$14.5 Million1.78% of portfolio