Outlook Wealth Advisors, LLC ELEVATION SERIES TRUST Transaction History

Outlook Wealth Advisors, LLC

  • $331 Million
  • Q3 2025
Number of Shares
109,823
Previous 79,198 38.67%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
30,625 Added 38.67%
109,823 $0
Q2 2025

Aug 11, 2025
BUY
N/A
25,321 Added 47.0%
79,198 $0
Q1 2025

Apr 14, 2025
SELL
N/A
-938 Reduced 1.71%
53,877 $0
Q4 2024

Jan 14, 2025
BUY
N/A
616 Added 1.14%
54,815 $0
Q3 2024

Oct 23, 2024
BUY
N/A
54,199 New
54,199 $0
Track This Portfolio

Track Outlook Wealth Advisors, LLC Portfolio

Follow Outlook Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Outlook Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Outlook Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email