Outlook Wealth Advisors, LLC First Tr ETF Viii Cboe Vest U Transaction History
Outlook Wealth Advisors, LLC
- $331 Million
- Q3 2025
A detailed history of Outlook Wealth Advisors, LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Outlook Wealth Advisors, LLC holds 9,831 shares of XDEC stock, worth $397,369. This represents 0.12% of its overall portfolio holdings.
Number of Shares
9,831
Previous 9,831
-0.0%
Holding current value
$397,369
Previous $381,000
3.41%
% of portfolio
0.12%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding XDEC
# of Institutions
93Shares Held
4.13MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC592KShares$23.9 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$15.7 Million0.02% of portfolio
-
Janney Montgomery Scott LLC348KShares$14.1 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ313KShares$12.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc293KShares$11.9 Million0.0% of portfolio