Outlook Wealth Advisors, LLC Innovator ETF Tr Us Equity Acc Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in Innovator ETF Tr Us Equity Acc stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 12,108 shares of XBAP stock, worth $461,314. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,108
Previous 12,108
-0.0%
Holding current value
$461,314
Previous $444,000
3.15%
% of portfolio
0.14%
Previous 0.14%
Shares
6 transactions
Others Institutions Holding XBAP
# of Institutions
55Shares Held
3.48MCall Options Held
0Put Options Held
0-
Stuart Chaussee & Associates, Inc.1.42MShares$54.1 Million20.07% of portfolio
-
Crosspoint Financial, LLC Tustin, CA344KShares$13.1 Million32.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL328KShares$12.5 Million0.02% of portfolio
-
First Commonwealth Financial Corp Indiana, PA292KShares$11.1 Million3.17% of portfolio
-
Allworth Financial LP143KShares$5.44 Million0.02% of portfolio